Banking & Finance

Wipfli Financial Advisors to acquire Georgia wealth management firm

Wipfli Financial Advisors LLC, a wealth management firm that is an affiliate of Wauwtosa-based accounting firm Wipfli LLC, announced that it has reached an agreement to acquire Alpharetta, Georgia-based Redwood Wealth Management LLC.

The second lives of former bank branches 

With the rise of online banking over the past decade, financial institutions have downsized their brick-and-mortar footprints, closing branches,...

Inflation in the social media era

Inflation has been on nearly everyone’s mind for months, and it seems every metric in place verifies growing concerns.  In...

Baird names new president, chairman for its private wealth management business

Erik Dahlberg will become the president of the private wealth management business for Milwaukee-based financial services firm Robert W. Baird & Co. Inc., the firm announced today.
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Getting there: Steven Barnes

What do you do at Wipfli? “I lead our wonderful cost segregation and energy tax incentive team. These services help...

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