Hub Acquires Assets Of Pennsylvania Investment Consulting Firm
.jpg)
Hub International has announced that it has acquired certain assets of WhartonHill Retirement Services, Strategic Planning Resources, and Karen McCloskey, collectively doing business as WhartonHill Advisors.
Pennsylvania-based WhartonHill Advisors is a national investment consulting and private wealth firm. The company offers investment management, retirement plan expertise, investment fiduciary services, financial and retirement services planning and specialized executive benefit services. As of June 30, the company had more than $3 billion in assets under advisement.
The company’s principals - Andrew DeGroat, John Wenz and Karen McCloskey - will join Hub’s group of retirement plan and wealth management advisors.
“We are extremely excited for this partnership with Hub,” DeGroat said. “Hub is a great fit for us. We share the same dedication to helping our clients obtain valued financial strategies and outcomes, both to and through retirement.”
The Fundamentals Of Asset-Liability Management
Author: Ricardo Goulart ... Read more
Enhancing Shareholder Value Through Fiscal Responsibility
Author: Brett Hurll &nb... Read more
The Importance Of Life Insurance In Financial Planning
Life is unpredictable, underscoring the cardinal rule within the realm of finances, "expect the unexpected.” Life insu... Read more
How Insurance Companies Determine Premiums
Decoding the labyrinth of how insurance companies determine premiums isn't as daunting as it seems. Essentially, insuran... Read more
Different Types Of Insurance And Their Benefits
Engaging with the intricate world of finance presents an age-old certainty - "Different types of insurance and their ben... Read more
Machine Learning In Risk Assessment For B2B Loans
Risky business, and even riskier decisions – that's where machine learning in risk assessment for B2B loans finds a pl... Read more