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Archive of: Banking & Finance

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First Business Survey: Business optimism continues into 2019

First Business Survey: Business optimism continues into 2019

Despite gathering national and international economic headwinds, Greater Madison employers remain optimistic about their business prospects for 2019, according to the 16th annual First Business economic survey.

December 2018

Biz plan contest accepting applications

Tech-based entrepreneurs are encouraged to submit applications for the 2019 Governor’s Business Plan Contest. The deadline is Jan. 31.

December 2018
Funding Wisconsin’s future innovators

Funding Wisconsin’s future innovators

Given our belief in rankings — and the most recent Ewing Marion Kauffman Foundation startup index from 2017 is as credible a source as any — Wisconsin is a black hole for startups.

December 2018

CUNA Mutual makes acquisition

CUNA Mutual Group announced the acquisition of Grand Rapids, Michigan-based Compliance Systems Inc., a privately held technology company specializing in compliance technology for financial services.

November 2018
Take Five: Summit gives voice to banking

Take Five: Summit gives voice to banking

If voice banking catches on locally, Amazon’s Alexa won’t be the only one leading the charge. In what could be a sign of things to come at a financial institution near you, Summit Credit Union recently unveiled a voice banking service featuring Alexa’s now familiar voice.

November 2018

Succession plan announced at First Business

First Business Trust and Investments, a division of First Business Bank, announced a succession plan that moves Joan Burke to chair of the Trust Committee after leading the company as president for 17 years.

November 2018

Great Lakes changing name to Ascendium

After 51 years, Great Lakes Higher Education Corp. & Affiliates is relaunching under a new name effective Nov. 15 — Ascendium Education Group.

November 2018

Canopy Wealth Management opens office

Canopy Wealth Management has opened as an independent wealth management and advisory firm with offices in Middleton, Wisconsin, and Southfield, Michigan. The firm, a partnership of wealth advisors Eric Raether and David Muehl, specializes in customized portfolio management and wealth planning.

November 2018

Credit Union loan growth up 10.5 percent

Total lending and net income grew by double digits in the third quarter at Wisconsin’s 126 state-chartered credit unions, compared to the same quarter in 2017, according to data released today by the state Department of Financial Institutions.

November 2018

Heritage Credit Union to expand

After 44 years in Madison, Heritage Credit Union will be relocating its headquarters to DeForest.

October 2018
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