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.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
