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Articles tagged "Wipfli Hewins Investment Advisors"


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Roger Hewins: You can’t make a move or breathe marketing-wise because everything can be violating something and it was a nightmare.

After tasting the 'nightmare' of FINRA confines, Roger Hewins buys back his $1.8B RIA from Midwestern CPAs -- with the new freedom worth leaving $3B of AUM behind

The $4.8-billion RIA mega-marriage of Hewins Financial and Wipfli in 2012 took 13 years to complete. The split in 2018 was more like lightning after brokerage regulators bellied up to the bar

June 4, 2018 at 4:51 PM

Roger Hewins: The issue of conflict is real and complicated -- unavoidable, really.

What an RIA should make of Wall Street Journal's expose of how Schwab, Fidelity and TD Ameritrade's advice machines steer client assets

Product of a six-month of investigation, the Jason Zweig and Anne Tergesen-authored article alleges conflicts at the discount brokers are rife -- but RIA reactions to the revelations are textured

January 27, 2018 at 12:43 AM

William Steiner: A lot of clients aren't paying attention to this.

How RIAs are helping their clients participate in confusing lawsuits

2008-2009 market meltdown settlements are just now coming to fruition, and giant RIAs are signing up with a filing firm to get in on the action

May 1, 2013 at 5:13 AM

Roger Hewins: We could end up with thousands of small clients.

A $2.5 billion RIA makes its mass-market bid for thousands of new clients

Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software

September 4, 2012 at 4:11 AM

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