Browsing Tag
Hub International
37 posts
Three Shifts Defining the Retirement Advisor’s Role in 2026
Matt Escalante of Hub International writes about the leading trends defining the retirement plan industry in the year ahead
Employers Misaligned on Benefit Strategies
Employees categorize retirement and wealth planning as a top benefit, yet not all plan sponsors offer the strategy
HUB International Inks Partnership with TIFIN @Work
Agreement will bring AI-driven advice to HUB’s FinPath platform
Corporate Roundup: Lincoln and Bain Capital Partnership, Waverly Advisors Acquires Fiduciary Wealth
The latest news from Lincoln Financial, Bain Capital, Waverly Advisors, Fiduciary Wealth, CFP Board, and more
Endeavor Retirement Names Advisor Success Head, The Standard Tops $2B in PEPs
The latest news from Endeavor Retirement, The Standard, Hub International, and more
Barbara Delaney Moves on From HUB
Delaney is leaving HUB to focus on healthcare plan fiduciary issues under the CAA
Corporate Roundup: ALI Creates Retirement Assistant, Creative Planning Buys Maxwell Wealth Strategies
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more
Corporate Roundup: TRPG, Hub, Prime Pensions Announce Acquisitions
The latest news from The Retirement Planning Group, PCS Retirement, Hub International, and more
HUB Announces Pooled Employer Plan Option
The new PEP helps expand access to 401(k)s for small businesses
SECURE 2.0, Managed Accounts, and More: Top 2024 Trends
A HUB report forecasts the upcoming trends impacting the retirement industry in 2024