Displaying 31 results
Hub names chief investment officer
Brian Collins joins from Harbor Capital Advisors, a Chicago-based investment manager for Harbor Funds and pooled investment vehicles.
PEPs are here. But how successful will they be?
The case for pooled employer plans is compelling, especially to address the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined-contribution plans.
Hub International picks up $4.6 billion retirement plan adviser
The firm is buying Austin, Texas-based Trusted Capital Group, which has about 750,000 plan participants in its book of business.
Sageview, Hub snap up retirement plan consultants
The deal to buy Arizona- and Southern California-based MJM401k adds 100 retirement plans and eight employees to SageView.
Hub acquires Massachusetts RIA
Epstein Financial is based in East Longmeadow and manages 70 retirement plans with $400 million in assets.
Hub acquires assets of $1.6 billion retirement firm
Peter Vacheron and the team at IBG Financial Partners in Foxborough, Massachusetts, will join Hub’s retirement unit.
Hub acquires Plan Sponsor Consultants
The acquisition gives Hub another $2.4 billion in assets under management.
Hub launches 401(k) service for small businesses
The company's new Retirement Select service is competing against state-sponsored auto IRAs, and it comes as other firms are exploring the pooled-employer plan market.
DeNoyior named head of Hub’s wealth management business
The former CEO of Washington Financial Group succeeds the late David Reich in the role of national president of Hub Retirement and Private Wealth.
Hub International acquires Alpha Pension Group
Boston-based Alpha is a retirement consulting firm with 572 clients and about $2.9 billion in assets.
David Reich, a familiar face in the retirement service world, dies at 50
Reich led several massive acquisitions at Hub International.
