INSIGHTS

Valuable insights
for your business.

The latest Wise Rhino Insights and curated content designed to help you prepare your business for the next step.

Date
Category
Publication
Article or Download
June 7, 2022
Transactions
WealthManagement.com
SageView Acquires $825M Retirement and Wealth Firm kPlans
June 6, 2022
Transactions
Yahoo Finance
HUB INTERNATIONAL EXPANDS RETIREMENT AND WEALTH ADVISORY SERVICES WITH ACQUISITION OF THE ASSETS OF CSI ADVISORY SERVICES, LLC IN INDIANA
June 6, 2022
Transactions
WealthManagement.com
HUB International Acquires CSi Advisory Services
June 6, 2022
Insights
NAPA
Has M&A Activity Finally Reached Equilibrium?
June 6, 2022
Transactions
401k Specialist Magazine
HUB Continues Hot Acquisition Streak with CSi Advisory Purchase
June 2, 2022
Insights
NAPA
M&A Begins More Modestly in 2022, But Interest Still High
June 2, 2022
In the News
Plan Adviser Magazine
An M&A Update for the Second Quarter
March 22, 2022
Insights
WealthManagement.com
Should RIAs Start Leveraging 401(k) Plans?