Banking & Finance

Private equity, lenders, investments, credit unions and financial planning


Business succession: Estate taxes when you never got around to planning

July 26, 2016
I’m sorry to be the bearer of bad news, but you’re dead. Read More

Wealth management firm enters downtown

July 19, 2016
A wealth management firm in the region is planning to open an office downtown. Read More

Bank names president and CEO

July 19, 2016
A local bank is implementing its succession plan. Read More

Hot-button tax issues straight from Washington

July 14, 2016
I recently had the opportunity to attend a national real estate and partnership tax conference in Washington, D.C. Snoozefest, right? Read More

Credit union opens branch downtown

July 8, 2016
A local credit union with more than 30,000 members is operating a new location in the heart of downtown. Read More

Grand Rapids is base for state's 'best-performing' public company

July 4, 2016
Forbes says the “best-performing” public company in Michigan is based in Grand Rapids. Read More

Inside Track: ‘Everything balances’

Numbers capture Jeff Williams’ imagination, but trust is where the real value lies.

July 1, 2016
Oddly enough, Jeff Williams’ big career break came after he was already managing about $500 million. Read More

Entrepreneur, meet capital: GRABB fosters connections

Black business organization’s get-togethers aim to overcome barriers.

July 1, 2016
Grand Rapids might be budding with entrepreneurs, but that doesn’t mean every entrepreneur in the city has an equal sense of easy access to capital. Read More

Growing up quickly draws attention to FormulaFolio

Investment account company on elite lists, expanding downtown headquarters.

July 1, 2016
Jason Wenk acknowledges the Inc. 500 list of fastest-growing companies isn’t the best gauge of business, but he’s pretty happy with FormulaFolio Investments LLC’s 1,758 percent growth rate. Read More

Transaction liability insurance gaining favor

M&A buyers and sellers are becoming more comfortable with the idea.

July 1, 2016
For more than 20 years, transaction liability insurance has been an option for firms engaging in a merger or acquisition. But it’s only been recently that companies are beginning to take advantage of it. Read More