Tag: HUB

Participants at the 2024 Advisers in Conversation seminar discuss how they handle the heated fight for talent for their clients...

Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at...

The new PEP is designed for clients with fewer than 100 employees.  

In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching...

Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...

Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.

Junior advisers today may not fit the traditional mold, and firms should adapt to attract and retain talent, according to...

Retirement plan advisers in Hub’s national network will be offering the pooled employer plan with an eye toward reducing plan...

Many plan advisers have moved to affiliate models for reasons ranging from client service to career pathing, said advisers at...

During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.

The proprietary health savings account will put participant savings into Hub-selected investment funds.

The company also acquires an insurance lead-generation platform as it grows across insurance, benefits, retirement and wealth management.

Renamed, Hub Heartland will be led by Valerie Bogdan-Powers, Horan’s former division president.

LGP has taken a minority stake in the insurance, retirement and wealth management aggregator to build on what the firm...

Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance...

Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...