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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.

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Retirement Industry People Moves

Schroders announces strategic changes to U.S. distribution team; Strategic Financial Solutions joins Commonwealth Financial Network; NexPoint distribution team makes four new hires in July; and more.

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Creative Planning Buys $5B RIA Wipfli

Milwaukee-based Wipfli includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.

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Creative Planning Acquires Wipfli Financial Advisors

Creative Planning Acquires Wipfli Financial Advisors
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Practice Profile: Consistency amid volatility

Wipfli Financial Advisors is investing in its people, and in maintaining a consistent employee experience.

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