Tax-related advice is one of the few areas where advisory expertise so clearly and quickly shows its worth.
Property and casualty insurers join life and annuity investors already backing the company.
OSJ Boston Harbor adds two indie teams, as well as advisers from Morgan Stanley and Merrill Lynch.
The fund will be employ ESG criteria and will be sub-advised by Ariel Investments.
IQ-EQ will acquire Concord Trust Co., which manages $2.9 billion.
The acquisition gives Hub another $2.4 billion in assets under management.
The trade group says its members could save as much as 50% over the cost of health coverage on the open market.
The giant asset manager also intends to add technology workers at operations centers.
Wagner Wealth Management, based in Greenville, South Carolina, has seven reps.
Charles Stephen, an Albuquerque, New Mexico-based firm with four advisers, will affiliate through super-OSJ AmeriFlex.
