Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of Heritage Wealth Management Group, a Moon Township, Pennsylvania-based hybrid managing $205 million.
Terms of the acquisition were not disclosed.
Hub said in a press release that Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
Two separate readings of American sentiment reflect worrying outlook
Quarterly refunding, economic data are in focus.
95% of his funds' holdings are in cash amid trade uncertainty.
Report shows trade wars has fueled inflows to funds.
Remaining competitive requires reduced vulnerability to external conditions
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
