Wealth Management
Stay informed on wealth management news and strategies for professionals in Milwaukee.
Economic Trends event will help attendees capitalize on disruption
As Donald Trump prepares to return to the White House, he’s promising to shake things up. His administration is planning major policy changes for trade, energy, immigration, spending, regulation and more.
Bradley Foundation granted $14.5 million to Wisconsin organizations in 2024
The Lynde and Harry Bradley Foundation has given $14.5 million in grants to dozens of local and state organizations this year.
Upscale Milwaukee restaurant Ardent to close
After 11 years in business, Ardent will permanently close its doors Dec. 31 on Milwaukee's Lower East Side.
United Way receives $3.3 million grant from BMO
United Way of Greater Milwaukee and Waukesha County has been granted $3.3 million from BMO, the nonprofit announced on...
Anonymous $3.5 million gift to Milwaukee Art Museum provides free admission for kids 12 and under
Effectively immediately, all children ages 12 and under can visit the Milwaukee Art Museum for free thanks to a...
L.A.-based wealth advisory firm acquiring Mequon-based Pegasus Partners
Los Angeles-based wealth advisory firm Lido Advisors is acquiring Mequon-based registered investment advisory firm Pegasus Partners.
Founded in 2015, Pegasus...
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Report: Wisconsin ranked among the 10 worst states to start a business
Wisconsin is among the 10 worst states in the nation to start a business, according to the annual Best...
Associated Bank completes $21.9 million financing package for renovation of Racine senior apartment complex
Associated Bank announced that it has completed a $21.9 million financing package for Gorman & Company’s renovation of the...
Milwaukee continues to lag peer metros in VC investment, small business creation
Metro Milwaukee continues to fall behind peer metros when it comes to attracting venture capital investment and creating new businesses.
Hartford apartment building sells for $14.2 million
An 82-unit apartment building in downtown Hartford was sold for more than $14 million, according to state property records.
Known...
