Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of WealthPlan Advisors, a Scottsdale, Arizona-based registered investment adviser with assets of more than $2.3 billion.
Financial terms weren't disclosed.
WealthPlan Advisors provides retirement plan and investing consulting services to nearly 600 clients.
The WealthPlan Advisors team will join the Hub Southwest region, Hub International said in a release.
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Few feel confident that they will meet their retirement goals.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.