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Friday, November 13, 2026 · Today’s edition, 6:30 a.m. ETFri, Nov 13 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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HUB International

In network coverage since September 28, 2026 · 5 stories
Network coverage
Succession & selling a firm

Retirement plan M&A panelists say cultural fit should outweigh top bid

Barbara Delaney and Sean Bjork, who each sold practices to Hub International, described the leadership and integration questions they weigh after close.
The Close · Oct 13Wealth Enhancement strategist warns AI can cause false diversification in alternatives
M&A · Oct 1Nuveen closes Schroders deal without disclosing the price
Deals & PE · Sep 28Goldman announces a Lynq and tZERO deal tied to a $100 billion money fund
Deals & PE · Sep 28HUB International rebrands for first time in a decade after IPO filing
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