Monthly Archive: March 2024

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Hub International Acquires Zavitz Insurance And Wealth

Hub strengthens employee benefits services with acquisition of Zavitz Insurance And Wealth, Inc. in Ontario Chicago, IL (Mar. 6, 2024) – Hub International Limited, a leading global insurance brokerage and financial services firm, is...

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Final DOL Fiduciary Rule Lands at OMB

This move was anticipated by Fred Reish and Brad Campbell, partners at Faegre Drinker, during their Feb. 22 “Inside the Beltway” webcast, when they agreed that Labor will likely file its revised fiduciary plan...

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15 Biggest U.S. Mega-Donors to Charity in 2023

Start Slideshow In 2023, America’s biggest donors gave $11.9 billion to their favorite causes, down by 27.8% from the previous year, according to the Chronicle of Philanthropy’s Philanthropy 50, released this week. Only 23...

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11 Hot Takes on Portfolio Management

Start Slideshow I recently presented at the T3 conference in Las Vegas. The title of my presentation, “Hot takes! All the ways you’re doing portfolio management wrong” was meant to be humorous, but the content was...