Hub International, a Chicago-based insurance broker and wealth manager, has acquired the assets of Plan Sponsor Consultants, an independent retirement plan consulting firm based in Atlanta, Georgia, managing $2.4 billion. Terms of the transaction were not disclosed.
Michael Kane and Lee Applebaum of Plan Sponsor Consultants will join Hub Retirement and Private Wealth.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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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