Hub International, a Chicago-based insurance and wealth management firm, has acquired the assets of Epstein Financial of East Longmeadow, Massachusetts. Terms of the transaction were not disclosed.
Epstein Financial, a registered investment adviser managing $400 million in 70 retirement plans, also provides corporate retirement plan consulting, compliance and regulatory guidance, as well as wealth management services.
Terms of the transaction were not disclosed.
Charlie Epstein, the firm’s principal and founder, will join Hub Retirement and Private Wealth.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
