Retirement Industry People Moves – 4/12/24
Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at...
Tag: HUB
Hub Launches Retirement Select PEP
The new PEP is designed for clients with fewer than 100 employees.
‘The Year It Comes Together’: Hub’s DeNoyior Talks 2024
In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching...
Advisory M&A News – 12/11/23
Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...
Hub Lands AFS 401(k) Retirement and Wealth Advisories
Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.
Profitable Endeavors
Plan advisers discuss how they provide best-in-class services while still meeting—and trying to exceed—client needs.
Recruiting a New Generation of Advisers
Junior advisers today may not fit the traditional mold, and firms should adapt to attract and retain talent, according to...
Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors
Retirement plan advisers in Hub’s national network will be offering the pooled employer plan with an eye toward reducing plan...
Affiliation Benefits Abound, but Independence Still Has Merits, Say Advisers Who Have Done Both
Many plan advisers have moved to affiliate models for reasons ranging from client service to career pathing, said advisers at...
Inside the Deal: What Makes Retirement and Wealth M&A Stick?
Aggregators discuss the importance of a robust onboarding protocol that ensures an acquired advisory is set up for continued growth.
The Business Benefit to Succession Planning
Planning for the future of a retirement plan or wealth advisory isn’t just about the years ahead—it can help drive...
Fidelity Sees Jump in Quantity, Value of RIA M&A Deals Since 2020
During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.
Benefits Aggregator Hub Adds In-House HSA
The proprietary health savings account will put participant savings into Hub-selected investment funds.
Hub Grows in Michigan with Purchase of 7-Firm Collective
The company also acquires an insurance lead-generation platform as it grows across insurance, benefits, retirement and wealth management.
Hub Acquires Horan Employee Benefits Division
Renamed, Hub Heartland will be led by Valerie Bogdan-Powers, Horan’s former division president.
Hub Snags PE Firm Minority Stake, Announces More to Come
LGP has taken a minority stake in the insurance, retirement and wealth management aggregator to build on what the firm...
Advisory M&A
Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance...
HUB Expands Wealth Management Footprint with Purchase, On Pace for 70 Acquisitions
Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...