Hub International, a Chicago-based insurance and wealth management firm, has acquired the assets of Epstein Financial of East Longmeadow, Massachusetts. Terms of the transaction were not disclosed.
Epstein Financial, a registered investment adviser managing $400 million in 70 retirement plans, also provides corporate retirement plan consulting, compliance and regulatory guidance, as well as wealth management services.
Terms of the transaction were not disclosed.
Charlie Epstein, the firm’s principal and founder, will join Hub Retirement and Private Wealth.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
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.
