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.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
