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Showing 1 - 2 of 2 results for "Hubcos"

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... manage retirement and retain exposure to dividend-producing advice businesses in a sector they know deeply." "Of course, Hubcos are only one part of WTL's broader partnership model. Practices do not need to participate in a Hubco to be central to ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
... Wealth partner David Haintz will serve as executive director. Investco intends to invest in a series of "hub entities" (Hubcos), each representing either a single practice or a group of complementary practices with multi-million-dollar revenue. A hub ...
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