Insights - Wipfli

Articles

View all articles

David Fields Sep 09, 2024 3 min read

Transforming decision-making with data accessibility
- Financial services
- AI
Read full story
Paul T. Lally Aug 29, 2024 4 min read

The missing middle: Making succession planning part of your business’s strategy
- Agribusiness
- Private client
Read full story
Paul T. Lally Aug 16, 2024 5 min read

The war for talent: How to attract, retain and align advisors in a changing world
- Financial services
- Wealth management and investing
Read full story

View all articles

Videos & Webcasts

View all videos & webcasts

Wipfli Insights Team Jul 25, 2024

Webinar: Leveraging CRM to drive dealer management efficiency and growth

This webinar shows credit unions how better manage, quantify and optimize the value of your dealer relationships.

Watch now

Wipfli Insights Team May 23, 2024

Perspectives in Financial Services recording: Choose to lead

This webinar features keynote speaker Phillip Van Hooser on effective leadership strategies for financial services.

Watch now

Brett D. Schwantes Dec 12, 2023

Webinar: Accounting and audit update for financial institutions

Don’t miss significant updates pertaining to the adoption of CECL, what financial institutions need to consider when it comes to troubled loan modifications and which important accounting standards may be just ahead.

Watch now

View all videos & webcasts

Research Reports

View All Reports

Aug 11, 2023 State of the wealth management industry 2023 research report
New research reveals insights from wealth management firms
View full report
Aug 10, 2023 State of the asset management industry 2023 research report
New research reveals insights from asset management firms
View full report

View All Reports

Podcasts

View All Podcasts

Robert H. Zondag Jun 24, 2024

Podcast: Navigating the digital identity landscape

In this podcast, we discuss the evolving and sophisticated nature of cyberfraud tactics and what your financial institution can do to mitigate risk.
Listen now
Robert H. Zondag Apr 24, 2024

Podcast: PR and communications for financial services

Join this episode of Bank on Wipfli to learn more about PR and communications for financial services, including how to choose the right agency and track your results.
Listen now
Robert H. Zondag Feb 28, 2022

Podcast: State of community banking research report

What are some of the recent trends in community banking, and how are banks leveraging those to gain a competitive edge in the market?
Listen now

View All Podcasts

© 2024 Wipfli LLP. "Wipfli" refers to Wipfli LLP, a Wisconsin limited liability partnership, and its subsidiaries. Assurance, tax and consulting services are offered through Wipfli LLP. Investment banking and related services are offered through Wipfli Corporate Finance LLC. Wipfli LLP is a member of Allinial Global, an association of legally independent firms. ”Wipfli CPA” is the DBA name of Wipfli LLP in New York state, and refers to Wipfli LLP.