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Top Industry Articles

Deals & People
EPIC Retirement Services Acquired by Hub International

Hub’s buying streak of established retirement plan advisory firms continues with the acquisition of EPIC Retirement Services Consulting in New York. 

September 18, 2019
Deals & People
Washington Financial Scooped Up By Hub International

With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.

September 16, 2019
events
2019 PLANADVISER National Conference
December 19, 2018
Deals & People
Hub International Acquires StoneStreet

“We're excited for Barbara Delaney and the team to join Hub,” said David Reich, National President, Hub Retirement and Private Wealth.

September 17, 2019
exclusives
SECURE Act Ensnared in Senate After Flying Through House
Washington insiders say Senator Ted Cruz is probably the biggest roadblock to the SECURE Act being passed in the near-term under unanimous consent; among other issues, he wants the bill to allow people to use tax-advantaged 529 college savings accounts to pay for home school expenses.
July 8, 2019

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