Successful advisors establish themselves as “sticky hubs:” the go-to resources for their clients’ financial needs, questions and concerns. To do that effectively, they must relate to clients’ mindsets ...

TAMPA, Fla.--(BUSINESS WIRE)--LeadingResponse, the leader in performance marketing for professional services, today launched a new fully online account management portal, Hub, for its clients in the ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Intermediary-only lender Accord Mortgages has launched a new interactive online toolkit designed to support brokers during their discussions with clients. The Client Hub features a guide through the ...

HUB International has launched HUB Private Client Small Business Solutions, a new insurance offering designed for high-net-worth individuals who are small business owners. The service offers ...

Streamlined client management: The new client hub (beta) provides a centralized view of client information, files, folders and projects—streamlining client management and simplifying day-to-day work.

CHICAGO, May 9, 2025 /PRNewswire/ -- HUB Private Client, a division of HUB International focusing on insurance and risk management needs of affluent individuals, has been named the Best Insurance ...

A Specialized Offering Designed to Provide Consultative Guidance to Help Affluent Clients Secure Insurance Coverage for Luxury Yachts and High-Performance Watercrafts CHICAGO, Oct. 23, 2023 (HUB), a ...