CALIFORNIA

Hewins Financial Advisors LLC launched Cue Wealth Management Solutions. Hewins Financial formed a strategic partnership with Wipfli LLP to create Cue, which provides CPA and RIA firms with direct assistance to launch, grow, and leverage their wealth management practices as fully-integrated parts of their service offerings to individuals, business owners, related qualified retirement plans and charitable entities. … Sandy Purdy has joined Lindquist LLP as an audit senior manager in the firm’s San Ramon office.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access