Banking & Finance
Stay informed on the latest banking, finance, and investment news across Milwaukee and Wisconsin.
Nurthen named ARI CFO
William A. Nurthen has been named chief financial officer of Milwaukee-based ARI Network Services Inc.
Krug to join Artisan
Bryan C. Krug will join Artisan Partners Asset Management Inc. in Milwaukee as a fixed income portfolio manager, likely by the end of the year.
Next Generation names director
Michael J. Weil has been named director of wealth management at Next Generation Wealth Management in Milwaukee.
New financial planning group formed
AXA Advisors LLC has formed The Moore/Kielich Group to serve clients with a variety of financial needs.
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.
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ITS acquires Continental Equipment Corp.
Milwaukee-based International Thermal Systems has acquired the business assets of Continental Equipment Corporation, also in Milwaukee.
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.