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Perigon Wealth Management Names Rafia Hasan, CFA, CFP® As Chief Investment Officer

/PRNewswire/ Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately. ....

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$1B Equius Partners picks Wealth Enhancement Group

The amount of massive advisory practices across the industry more than tripled in a decade, leaving firms like Equius Partners with scale and succession challenges. ....

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Wipfli Financial Advisors Bought by Creative Planning

Wipfli Financial Advisors Bought by Creative Planning
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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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2022 Best of Business | Twin Cities Business

Our 2022 Best of Business list provides readers with a guide to local business service vendors that consistently deliver. ....

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