Wealthplan Advisors News Today

One in 6 asset and wealth management companies will be bought or shut down in the next five years, according to a PwC survey of asset managers and institutional investors.

Jack Clements, and his two sons, Sean and Jim, wanted to take their Clements Agency, an insurance brokerage agency, to the next level.

Hub International acquired the insurance brokerage and investment advisory businesses of Quintes Financial Services and Quintes Administrative and Insurance Services.

Hub International acquired registered investment adviser firm Direct Advisors, adding 54 plan sponsor clients with $537 million in assets.

Hub International's latest acquisition will continue its Southwest expansion.

/PRNewswire/ -- HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced today that it has...

Both mutual funds and index funds can help you invest in a variety of stock, bonds and assets — but the two aren't one and the same.