Insights - Wipfli

Articles

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Sean LaFortune Jul 20, 2026 4 min read

Five signals your capital deployment strategy is out of sync with your business
- Accounting
- Outsourced finance and accounting
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Gene Mussel Jul 17, 2026 8 min read

Manufacturing investments that drive operational efficiency
- Manufacturing
- Organizational performance
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Christina Klein Jul 17, 2026 5 min read

You just implemented a new ERP. How do you avoid a disappointing return on your investment?
- Technology consulting
- Enterprise solutions
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E-books

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Wipfli Insights Team Jul 20, 2026 1 min read

2026 energy tax incentives guide Read full story
Wipfli Insights Team Jun 01, 2026 1 min read

Grow, protect, adapt: A mid-market strategy for where to act next
- Organizational performance
- Strategy and operations
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Sean LaFortune May 29, 2026 1 min read

Growth under pressure
- Assurance
- Accounting
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Videos & Webcasts

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Diverse business professionals collaborating, working together on a laptop, sharing ideas and discussing strategy in a modern office

Wipfli Insights Team Jul 21, 2026

Modernize indirect lending: CRM strategies for dealer management and onboarding

Learn how CRM-based accelerators can strengthen indirect lending by streamlining dealer management, automating onboarding and creating consistent borrower engagement.

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Valerie Petersen Jul 16, 2026

Denials are rising: How rural providers can protect cash flow

Learn practical ways rural providers can reduce healthcare claim denials, protect cash flow and strengthen revenue cycle performance.

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a man and a woman looking at a laptop

Dannielle Lewis Jul 14, 2026

Opportunity Zones 2.0: New tax strategy and structuring guidance to unlock returns

Learn how Opportunity Zones 2.0 changes investment strategy, compliance, structuring and timing for investors and developers.

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Research Reports

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Jan 26, 2026 The state of the credit union industry 2026 research report
Credit unions are ready for reinvention. The 2026 state of the credit union industry report examines how leaders are adapting strategies to meet modern member needs.
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Jan 26, 2026 The state of the banking industry 2026 research report
The 2026 state of the banking industry report examines how financial institution leaders are working to grow, modernize and protect their organizations amid new digital realities.
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Dec 16, 2025 The state of the asset management industry 2026 research report
Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.
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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Podcasts

Robert H. Zondag May 27, 2026

Bank on Wipfli podcast: How to reduce your tax burden when selling an RIA firm

Selling an RIA firm? Learn how to structure your firm to reduce your tax burden and walk away with more cash after the sale.
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Robert H. Zondag Apr 13, 2026

Bank on Wipfli podcast: Is your compliance program built to last?

In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management.
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Robert H. Zondag Dec 18, 2025

Bank on Wipfli podcast: How will wealth management change in 2026?

Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.
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Case Studies

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A diverse group of business professionals working together in a meeting.

Advancing the mission through trust and technology

Easterseals New Jersey

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medical team hear presentations from business

Strengthening analytics with Epic transition

Lawndale Christian Health Center

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group of factory workers

Improving operations and increasing profitability

LMC Industries, Inc.

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