Browsing Tag
Hub International
28 posts
Deal Roundup: HUB, Edelman Announce Latest Retirement Acquisitions
HUB International acquires $2.4 billion advisory firm while Edelman Financial Engines buys California RIA firm to bolster retirement planning capabilities
Joe DeNoyior’s TAPO Redux: Becoming an Industry HUB
Anyone who doesn’t know what Joe DeNoyior’s been up to lately is living under a rock. Hub International…
HUB and Hueler Announce Partnership to Boost 401k Income Solutions
‘It’s a process, not a product,’ says HUB’s Barbara Delaney, ‘and one that’s prudent.’
What One Major Aggregator Looks for When Acquiring 401k Firms
'When we keep bringing on thought leaders, it pushes us all further.'
Michael Kane’s TAPO Redux: Where Are They Now?
'Consistent and quality leads would come from employee benefits and property/casualty shops in the future'
Hub’s Latest Deal: Raffa Financial Services
Acquisition will expand Hub's employee benefits and retirement advisory capabilities in Mid-Atlantic region
Hub Sheridan Road’s Daniel Bryant Joins Private Equity Firm
Most recenlty, Bryant was President of National Sales at Hub and author of The Financial Wellness Mandate
HUB RPW Buys Retirement Plan Advisory Firm GRP Financial California
2020 and the first half of 2021 were the busiest periods in the history of retirement plan advisory M&A overall
What Aggregators Look for in 401k Advisor Firms: Wealth@wor(k) 2021
Hub’s Joe DeNoyior and Vincent Morris of OneDigital share insights on how and why firms are targeted for acquisition—and what advisors can expect from the process
14,000+ Manufacturing Companies Gain Access to New MEP
National Association of Manufacturers selects Principal, HUB International to provide its members with a multiple employer plan