Displaying 31 results
Hub woos small businesses with pooled retirement plan option
The firm's pooled employer plan gives small business owners the chance to offer workers 401(k)s at lower costs.
Hub International adds new acquisition to its South Florida practice
Latest deal will help expand the firm's reach and capabilities in the region.
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation.
Hub International acquires retirement consulting firm
Renaissance Benefit Advisors Group focuses on helping plan sponsors with their fiduciary responsibilities.
Hub acquires Northern California-based Quintes
The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.
Hub acquires assets of benefit plan consultant
Direct Advisors of Latham, New York, specializes in serving nonunion construction companies.
Hub unit launches financial wellness service
Companies can use Hub FinPath to give their workers access to financial coaches as well as online tools.
Hub International acquires $2.3 billion RIA
WealthPlan Advisors, based in Scottsdale, Arizona, provides retirement plan and investing consulting services to nearly 600 clients.
Hub acquires $205 million Pennsylvania RIA
Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
Hub acquires $1.1 billion retirement plan firm
The team at Indianapolis-based CSi Advisory Services is joining Hub Midwest East.
Hub acquires $1.3 billion plan consultant
Stace Hilbrant, managing director of Wilmette, Illinois-based 401(k) Advisors, will join Hub.
Hub acquires employee-benefit consultant and insurance broker
The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.
Hub International acquires $8.3 billion RIA
Louisville, Kentucky-based Taylor Advisors specializes in serving financial institutions.
Hub builds out digital platform with Insureon deal
Chicago-based Hub will buy Insureon’s digital insurance agency and its brand, while Bold Penguin will take control of its technology platform.
Hub acquires assets of West Coast RIA
Kornerstone, based in Chico, California, manages $560 million.
Hub acquires $3.4 billion plan consultant
The principals of GRP Financial California will join Hub’s private wealth business.
Hub notches 2 more benefits acquisitions
Hub is acquiring assets from Libertyville, Illinois-based Benefit Partners Group and Gold Sky Benefits.
Hub buys $2.3 billion 401(k) consultant Fiducia Group
The insurance brokerage has been focused on expanding its presence in the retirement market, making numerous acquisitions and adding a service aimed at small businesses in March.
What drives value for RPA firms?
RPAs with strong wealth management businesses and leadership will command a premium price, among other factors.
Hub buys $428M fee-only advisory firm
Millennium Advisory Services provides financial planning and advice to employees of colleges and universities, as well as to endowments and foundation boards.
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