Banking & Finance
New financial planning group formed
AXA Advisors LLC has formed The Moore/Kielich Group to serve clients with a variety of financial needs.
Create a retirement plan
Fred Bertoldo
Regional president
Wells Fargo & Co.
Milwaukee
Industry: Financial services
Employees: 3,300 in Wisconsin
www.wellsfargo.com
Costs of boomerang children can diminish retirement savings
As the number of young adults living with their parents has soared to the highest percentage in at least four decades, according to the Pew Research Center, saving for retirement has been hindered by an additional challenge in many households.
2013 year-end tax guide
The dawn of 2013 brought the biggest tax changes in more than a decade, and this dramatic reshaping of the tax code will change tax planning.
Jeff Robinson, managing partner-Wisconsin offices, Grant Thornton LLP
Jeff Robinson
Managing partner-Wisconsin offices
Grant Thornton LLP
100 E. Wisconsin Ave., Suite 2100, Milwaukee
www.GrantThornton.com
Industry: Accounting and consulting services
Number of employees: 110 in Milwaukee; 6,000 across the United States
Family: Wife, Beverly; three children and four grandchildren
Port Washington can exhale now
The community of Port Washington released a collective sigh of relief with the recent announcement that Allen Edmonds Shoe Corp. will be sold to a private equity firm that is committing to keep the company's headquarters, its employees, its production and its leadership team intact.
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Artisan Partners to expand in downtown Milwaukee
Artisan Partners, a global investment management firm founded in Milwaukee, announced today that it signed a major, long-term lease at 875 E. Wisconsin Ave. as the firm plans for its future and growth in the downtown Milwaukee area.
Wells Fargo building at Park Place sold for $26 million
Griffin Capital Essential Asset REIT, a Los Angeles-based real estate investment trust, recently purchased the 240,675-square-foot Wells Fargo Home Mortgage office building located at 11200 W. Parkland Ave. in Milwaukee from Columbia Property Trust (formerly known as Wells REIT II) for $26 million, according to state records.
ITS acquires Continental Equipment Corp.
Milwaukee-based International Thermal Systems has acquired the business assets of Continental Equipment Corporation, also in Milwaukee.
Fiserv announces stock split
Fiserv Inc., a Brookfield-based global provider of financial services technology solutions, announced that its board of directors has declared a two-for-one stock split of Fiserv common stock and a proportionate increase in the number of its authorized shares of common stock.
