Banking & Finance

Edvest announces sweepstakes

To mark its 25th anniversary, Wisconsin’s direct-sold 529 college savings plan, Edvest, will award one $529 account contribution every month throughout the year.

Financial literacy for small business owners

April is Financial Literacy Month, and while we tend to think of financial literacy in terms of teaching young adults how to manage their money, there’s a lot that small business owners can learn too.

Summit to open branch at One City Schools

One City Schools and Summit Credit Union announced that the credit union will open a student-run branch for students, families, employees, and other members of the One City Schools community at the new Pleasant T. Rowland Leadership Campus, 1707 W. Broadway St.

Anatomy of a partnership: How Neckerman became McClone

Behind the scenes of a new partnership, the experience of Doug Dittmann, originally with Neckerman, and Dustin McClone, president and CEO of McClone Insurance, offers some insight into what businesses should think about when they consider merging companies, teams, and brands.

State adopts continuing education rule for investment reps

The Wisconsin Department of Financial Institutions’ (DFI) Division of Securities announced the publication in the Wisconsin Administrative Code of CR 21-057, creating an administrative rule that requires both state-registered and federal covered investment adviser representatives to complete annual continuing education.

State, WDVA announce $549,000 in grants for veterans

The Wisconsin Department of Veterans Affairs (WDVA) and Gov. Tony Evers announced $549,560 in grants to 14 registered 501(c)(3) nonprofit organizations that provide financial assistance, entrepreneurship training, or other services to Wisconsin veterans and their families.

Local bank merger an offensive move

Anytime two business entities merge, the context is important to note. As State Bank of Cross Plains (SBCP) and Monona Bank were announcing their plans to partner, the Federal Reserve Board made good on its pledge to start raising interest rates to slow inflation, there was growing concern about the American and global economies despite strong employment data, and Russia’s invasion of Ukraine joined inflation to roil the stock markets.

Registration open for Small Business Academy

To coincide with the U.S. Small Business Administration’s (SBA) 50th National Small Business Week, Wisconsin business owners are invited to participate in the Lieutenant Governor’s Small Business Academy May 3–6.

In Business magazine