Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of CSi Advisory Services, an Indianapolis-based retirement plan consulting firm managing $1.1 billion.
Financial terms weren't disclosed.
Kristi Baker, managing partner of CSi Advisory Services, and Kelli Davis, vice president of retirement plan consulting, and the CSi Advisory Services team will join Hub Midwest East. Hub International said in a press release Monday.
CSi Advisory Services focuses on participant outcomes, investment outcomes and financial coaching and wealth management.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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