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July 17, 2023
/PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 national advisory and accounting firm, announced today it has entered into an agreement with Clayton & McKervey...
June 7, 2023
Fieldguide, an advisory services platform, has launched Fieldguide AI, a secure and private AI solution that helps firms future-proof their business.
October 27, 2022
The Milwaukee-based firm expanded in Louisville with the addition of Oliver Group.
August 19, 2022
A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.
August 18, 2022
Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.
August 17, 2022
Wipfli Financial Advisors acquisition comes with retirement practice and mass-affluent focused tech platform.
January 6, 2021
Denver-based accounting firm Hughes & Company joins Wipfli All 11 associates including two partners from Hughes & Company will join Wipfli. Wipfli currently has 133 associates in Denver area January 5, 2021 Wipfli, one of the top 20 accounting and consulting firms in the United States, has announced that the partners and associates of Denver-based Hughes & Company joined the firm effective January 1. “It’s exciting to have a well-respected and established firm such as Hughes & Company join ...