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Two accounting firms abandon merger talks leaving giant Schwab RIA surprised and crestfallen

Wipfli and Eide Bailly suddenly quit the field leaving industry observers -- not to mention Hewins Financial -- wondering why

Author Lisa Shidler February 29, 2012 at 5:17 AM
Admin:
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Roger Hewins: We're all pretty upset about it.

Elmer Rich III

Elmer Rich III

March 1, 2012 — 6:33 PM

We are doing a fair amount of M&A consulting and it is complicated. The agood reporting in the article points out some of the pitfalls.


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Free of 2012 merger entanglements, Roger Hewins's second RIA act is on a hiring binge after zeroing in on women as target market -- knowing full well the gender tilt never seems to work

'Team Hewins' has some old hands from Redwood City, San Francisco, Boca Raton, and Miami overseeing billion of dollars and a push to create a place where the culture trumps pink-and-shrink in making notoriously leery women get invested

April 23, 2019 at 6:31 PM

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Mentioned in this article:

Moss Adams
Consulting Firm
Top Executive: Rebecca Pomering

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins



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