Banking & Finance

Great Lakes Retirement Advisors LLC, a financial management firm formerly associated with AXA Advisors LLC and located in downtown Milwaukee, has become the first firm in Wisconsin to be associated with Raymond James & Associates Inc. and is in the process of developing a new office in Brookfield.

During these challenging economic times, a business sale can be difficult as sellers seek the right buyer, the right price, the right terms and the right tax results.

Last summer, Milwaukee-based Catholic Knights and Shorewood-based Catholic Family Life Insurance announced their intent to merge. Both entities...

Banking Wisconsin Department of Financial Institutions  Federal Deposit Insurance Corp....

Clifton Gunderson will present the webinar "M&A Today: Financial Reporting and Tax Implications" on Wednesday, Feb. 17 at 10...

Northwestern Mutual to pay $4.7 billion in dividends; M&I launches iPhone application; MGIC’s annual loss tops $1.3 billion; Northwestern Mutual Investment Services honored by financial magazine

New president named for United Heartland InsuranceSteve Cooper has been named the president of New Berlin-based United Heartland Insurance,...

2010 Roth IRA conversions for Wisconsin Taxpayers by Victor J Schultz, vice president and associate general counsel, M&I Wealth Management

M&I adds staff to Brookfield call center; Waukesha mortgage banking firm gains license in Missouri

Quad/Graphics will become a public company with acquisition; United Scale and Engineering Corp. acquired by Transcat; GMR Marketing acquires German firm