Wipfli announces that Clayton & McKervey will join firm
/PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 national advisory and accounting firm, announced today it has entered into an agreement with Clayton & McKervey...
Source: prnewswire.com
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Fieldguide Launches Practitioner-Centric AI to Build the Firm of the Future
Fieldguide, an advisory services platform, has launched Fieldguide AI, a secure and private AI solution that helps firms future-proof their business.
Source: cpapracticeadvisor.com
Wipfli acquires Oliver Group
The Milwaukee-based firm expanded in Louisville with the addition of Oliver Group.
Source: accountingtoday.com
Wipfli Financial Advisors acquired by Creative Planning
A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.
Source: accountingtoday.com
Creative Planning, Wipfli deal leads wave of disruption
Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.
Source: financial-planning.com