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Monday, July 17, 2017

Ranked Sixth in AUM on Accounting Today's List of the Top 150 "Wealth Magnets" for 2017

Look who’s on the move! This year, we ranked sixth on Accounting Today’s list of the Top 150 “Wealth Magnets” for 2017 — up one place from 2016. The publication ranks the industry’s top CPA-based wealth management / financial planning firms by assets under management (AUM) on an annual basis.

On behalf of our entire firm, we’d like to dedicate this recognition to our team members at Wipfli LLP and to our clients. We are grateful for your continued support and for giving us the opportunity to live out our passion every day — helping you achieve your financial goals. 

Read Press Release here.

 
Friday, July 7, 2017

Investing Made Smart, Efficient, Focused: Premiums (VIDEO)

 

At Hewins Financial | Wipfli Hewins, “traditional” investing isn’t exactly our style. We don’t chase after returns or spend time speculating which country will be the next top performer — or which company will be the next Apple or Google. We believe there's a better way.

This five-minute video — narrated by Rafia Hasan, Director of Investments — will provide you with a high-level overview of the evidence at the core of our philosophy, and how we use those findings to help provide you with a rewarding investment experience.

Friday, June 23, 2017

Named to Financial Times' 2017 List of the 300 Top Registered Investment Advisers

We are honored and humbled to be included among the Financial Times’ 300 Top Registered Investment Advisers (RIAs) for 2017. This is our firm’s first appearance on the list, which recognizes an elite group of leading, independent RIAs from across the United States. None of our growth or success would be possible without the support of our loyal clients, partners and team members! 

Read more about it here.

Friday, June 2, 2017

Congratulations To Our Three New Principals

Three cheers for three new additions to our ownership team for 2017! Speaking on the promotion of these team members to Principal, Chief Practice Officer Brad Mueller noted: “Erika, Mark and Thuong each exemplify our core values, service-focused culture and steadfast commitment to improving the financial lives of our clients.” We couldn’t agree more — please join us in congratulating them on this achievement!

2017 Principals

Tuesday, May 30, 2017

Gretchen Halpin Leads the Charge for Workplace Diversity at Two National Finance Conferences

As a company with nearly 50 percent our advisors being women, Hewins Financial | Wipfli Hewins clearly believe that gender diversity in the workforce translates into tangible business benefits. This month, Chief Strategy Officer Gretchen Halpin spoke at length about our firm’s perspective and experiences as a panelist at Financial Advisor Magazine's Magazine’s Invest in Women Conference, and most recently, at NAPFA's 2017 Conference.

Read more about the event on MarketWatch

Thursday, May 11, 2017

Wipfli LLP Launches New Website

It’s here! Wipfli CPAs and Consultants has announced the launch of its newly redesigned website, which boasts a streamlined, mobile-friendly user experience and navigation, plus easy access to cutting-edge content and insights from industry thought leaders.

See it for yourself.

Monday, May 8, 2017

Small Business Strategies Roundtable 2017

Are you a small business owner looking to scale past the start-up phase? A budding entrepreneur who’s ready to act on a business idea? Don’t miss this year’s Small Business Strategies Roundtable, where you’ll get inspiring advice from the driving forces behind three of Minnesota’s fastest-growing companies.

Register Now

Monday, April 24, 2017

Lora Murphy Appointed to eMoney Advisory Board

We’re pleased to announce that eMoney Advisor has appointed Lora Murphy, principal and senior financial advisor in Chicago and Milwaukee, to its Advisory Board for 2017. Please join us in congratulating Lora on this major recognition! You can see the full story here.

Lora Murphy Appointed to eMoney Advisory Board

Monday, April 17, 2017

Bringing Financial Education to Chicago Public School Students

We’re on a mission to make financial literacy fun — and what better way to test our expertise than with a presentation to more than 350 middle-school students? Learn more about one of our most exciting Money Smart Week events to date:

Smart Teens | Smart Money

Friday, April 7, 2017

Rise of the Machine: The Digital Evolution of Investing

We're excited to unveil a new, two-part editorial collaboration with our friends at Dimensional Fund Advisors, which explores one of the industry's most buzzed-about topics: technology and the financial markets. Read the full piece on OneBite.

Read "The Rise of the Machine"

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