Citing “Societal Need” for Planning, Northwestern Mutual Makes M&A Play Reviewed by Momizat on . Northwestern Mutual, the parent of No. 5 IBD Northwestern Mutual Investment Services, took a majority stake in consulting firm ClientWise, the two firms announc Northwestern Mutual, the parent of No. 5 IBD Northwestern Mutual Investment Services, took a majority stake in consulting firm ClientWise, the two firms announc Rating: 0
You Are Here: Home » QuickPress » Citing “Societal Need” for Planning, Northwestern Mutual Makes M&A Play

Citing “Societal Need” for Planning, Northwestern Mutual Makes M&A Play

Northwestern Mutual, the parent of No. 5 IBD Northwestern Mutual Investment Services, took a majority stake in consulting firm ClientWise, the two firms announced this week.  The partnership will give Northwestern’s advisors access to coaching and digital tools while providing ClientWise with capital.

To read the full article in FinancialPlanning, click: Citing “Societal Need” for Planning, Northwestern Mutual Makes M&A Play.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 2533

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
G-MZGY5C5SX1
lw