Banking & Finance
Stay informed on the latest banking, finance, and investment news across Milwaukee and Wisconsin.
Summit Credit Union to acquire Commerce State Bank
Cottage Grove-based Summit Credit Union plans to acquire West Bend-based Commerce State Bank in a deal that will expand...
Next Generation Wealth Management becomes Beacon Pointe’s first Wisconsin office
Wauwatosa-based Next Generation Wealth Management has been acquired by California-based Beacon Pointe Advisors, making it the first Wisconsin office for the registered investment advisory firm.
M&A Forum to examine status of the market for buying or selling a business Â
The state of the mergers and acquisitions market will be examined in-depth at the annual BizTimes Media M&A Forum on Thursday, March 31, from 2-6:30 p.m., at the Brookfield Conference Center.
The Last Word: Planning to make a lasting impact
Brian Andrew is chief investment officer at Johnson Financial Group. With billions of dollars in wealth set to pass...
Making sense of ESG investing
When Quinn Schwellinger, 31, and his wife decided to start building an extra retirement fund to supplement their 401(k)s,...
Nominations sought for Notable Commercial Banking Leaders feature
BizTimes Milwaukee is seeking nominations for its upcoming Notable Commercial Banking Leaders feature.
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Rodney Jones-Tyson named chief HR officer for Baird
Milwaukee-based financial services firm Baird today announced that Rodney Jones-Tyson has been named global chief human resources officer of the company.
Viewpoints: Burst of Wisconsin early-stage financing in 2021 has many roots
There’s no single reason why early stage financing in Wisconsin soared to new heights in 2021.
Fiserv making $650 million acquisition to advance digital banking strategy
Brookfield-based Fiserv Inc. plans to acquire Jacksonville-based Finxact in a deal aimed advancing the company’s digital banking efforts.
Investments in Wisconsin early-stage companies in 2021 shatter previous high
Angel investors and venture capitalists invested at least $810 million in young, Wisconsin-based companies in 2021, shattering the previous yearly early-stage investment record for the state of $483.6 million in 2020
