Banking & Finance
Stay informed on the latest banking, finance, and investment news across Milwaukee and Wisconsin.
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.
Lessons learned in navigating National Guard service and the civilian world
It would be hard to meet all of your job responsibilities if you missed 70 days of work in...
The second lives of former bank branchesÂ
With the rise of online banking over the past decade, financial institutions have downsized their brick-and-mortar footprints, closing branches,...
Former financial executive’s second career involves investing in financial literacy
Patrick Rorabeck spent nearly 30 years in the banking world. The majority of those years were spent with M&I...
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.Â
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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PNC Foundation launches fund to support 100 Black-owned businesses in Milwaukee
The PNC Foundation has pledged $600,000 to launch a new fund in support of Black entrepreneurs and business owners...
Brian McManus promoted to chief banking officer of First Federal Bank of Wisconsin
Waukesha-based First Federal Bank of Wisconsin announced that it has promoted Brian McManus to chief banking officer.
Consumer alert: New IRS reporting mandate is a threat to privacy
As a local, independent bank, we stand up for what is right in our communities, and we also seek...
Getting there: Steven Barnes
What do you do at Wipfli?
“I lead our wonderful cost segregation and energy tax incentive team. These services help...
