DUBLIN–(BUSINESS WIRE)–Jan 3, 2023– Allegion plc (NYSE: ALLE), a leading global security products and solutions provider, has, through one of its subsidiaries, completed its previously announced acquisition of plano. group (“plano”) assets, a software-as-a-service (SaaS) workforce management solution provider. Based in Germany, plano has been a long-time service provider and […]
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Choreo to Partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC
Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm’s Footprint GreerWalker LLP and Choreo to Enter Into Ongoing Strategic Partnership CHICAGO, Dec. 12, 2022 /PRNewswire/ — Choreo, LLC (Choreo) today announced it has entered into an agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker […]
Zenyth Partners Announces Successful Closing of Continuation Fund Led by Funds Managed by BlackRock and Manulife Investment Management
NEW YORK–(BUSINESS WIRE)–Zenyth Partners (“Zenyth”), a healthcare-focused private equity firm specializing in consumer-facing and tech-enabled healthcare services, announced today the successful completion of a transformative continuation fund transaction. The continuation fund is composed of both secondary and primary capital commitments, co-led by funds managed by BlackRock (“BlackRock Funds”) and Manulife […]
How JPMorgan Is Using OpenInvest Across Its Wealth Management Biz
JPMorgan acquired OpenInvest in 2021 to meet client demand for sustainable investing. One new feature allows clients to see the environmental or social impact of their portfolios. OpenInvest cofounders say more tools for clients and financial advisors will launch in 2023. OpenInvest, a sustainable-investing robo-advisor, has spent the past 13 […]