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Sageview, Hub snap up retirement plan consultants investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
Hub International acquires Aegis Retirement Group pionline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pionline.com Daily Mail and Mail on Sunday newspapers.
LPL Financial, HUB Retirement and Wealth Management Welcome Financial Advisor Brandon Chase forextv.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from forextv.com Daily Mail and Mail on Sunday newspapers.
Hub acquires Massachusetts RIA Epstein Financial is based in East Longmeadow and manages 70 retirement plans with $400 million in assets. June 3, 2021 Hub International, a Chicago-based insurance and wealth management firm, has acquired the assets of Epstein Financial of East Longmeadow, Massachusetts. Terms of the transaction were not disclosed. Epstein Financial, a registered investment adviser managing $400 million in 70 retirement plans, also provides corporate retirement plan consulting, compliance and regulatory guidance, as well as wealth management services. Terms of the transaction were not disclosed. Charlie Epstein, the firm’s principal and founder, will join Hub Retirement and Private Wealth. For reprint and licensing requests for this article, click here ....