Banking & Financial Services


Two Area Accounting Firms Unite With Merger

Two area accounting firms--St. Joseph-based CliftonLarsonAllen and Gottlieb, Flekier & Co. of Overland Park--announced today that they had joined forces, effective Dec. 1. The deal gives CliftonLarsonAllen an office in Kansas, where Jerry Gottlieb, Steve Flekier, and Danielle Bordman will… more

MarksNelson Acquires Marsh & Co.

One of the biggest accounting and consulting firms headquartered in the Kansas City area is getting bigger: MarksNelson this morning announced its second acquisition of 2015, with Overland Park-based Marsh & Co. being absorbed effective Jan. 1. "This acquisition is right… more

Financial Engines Buys Mutual Fund Store for $560 Million

Financial Engines, a California-based independent investment advisory firm, has agreed to pay $560 million in cash and stock to acquire The Mutual Fund Store, the Overland Park firm founded in 1996 by Adam Bold. The Mutual Fund Store, which sold majority… more