Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of CSi Advisory Services, an Indianapolis-based retirement plan consulting firm managing $1.1 billion.
Financial terms weren't disclosed.
Kristi Baker, managing partner of CSi Advisory Services, and Kelli Davis, vice president of retirement plan consulting, and the CSi Advisory Services team will join Hub Midwest East. Hub International said in a press release Monday.
CSi Advisory Services focuses on participant outcomes, investment outcomes and financial coaching and wealth management.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
