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
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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.

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