Financial Management
Brookfield-based Charter Capital Management acquired by Texas-based wealth management firm
Brookfield-based Charter Capital Management, a wealth management and financial advisory firm, has been acquired by Bluespring Wealth Partners.
J.P. Morgan leader discusses how Milwaukee-area investors, business owners can navigate tariff concerns
J.P. Morgan Private Bank leader Andy Keller shared what impact tariffs could have locally and what investors should be considering right now.
The Manitowoc Company will pay $42.6 million penalty for Clean Air Act violations
Milwaukee-based The Manitowoc Company, along with its two subsidiaries, will pay a $42.6 million civil penalty for violating the Clean Air Act.
A path to retirement while preserving your company’s legacy
While many retirement plans involve investing in stocks, bonds, or mutual funds, Employee Stock Ownership Plans (ESOPs) turn a...
Asking the right question about ESOPs
In DeWitt’s ESOP practice group, we are often asked: what type of company is a good fit for an...
Building on a people-first legacy
Responding to a changing industry landscape and the needs of our professionals, BDO sought a new business model to...
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Leading with honesty and sincerity
You won’t know all the answers, all the time. But all the time, you can lead with honesty, sincerity,...
Lead with curiosity and empowerment
The way that women interact with their finances on all levels has changed significantly in the wake of the...
Shaping the future of wealth management with empathy and vision
As the president of wealth management at Johnson Financial Group, Evamarie Schoenborn is proving to be a driving force...
Shaping the future of events at Annex Wealth Management
Bonnie Hittman, events manager at Annex Wealth Management, has been transforming the events landscape through leading and supporting Annex...
