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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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