Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of 401(k) Advisors, a Wilmette, Illinois-based retirement plan consultant advising on $1.3 billion in assets. Terms of the transaction were not disclosed.
Stace Hilbrant, managing director of 401(k) Advisors, will join Hub Midwest West.
The pandemic hit and internships were in chaos but Hannah Moore saw an opportunity.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.
“The evidence in this case was overwhelming,” says an attorney.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
