Retirement Industry People Moves

Hub International Acquires Retirement Plan Consulting Firm

Hub International Investment Services Inc. has acquired the retirement plan consulting and financial services business of Cash & Associates (C&A).

Headquartered in Orlando, Florida, C&A is an employee benefits, retirement and financial planning practice originally founded by John Cash, Jr. in 1980. John T. Cash, III joined him in 1990 and assumed leadership in 2005. Cash, III has turned C&A from strictly a life and health insurance firm into a practice whose professionals’ primary focus is helping individuals and corporations with their qualified retirement plans and personal wealth management needs.

Cash, III, CFP, president & CEO of C&A will join Hub Florida and report to Scott Millson, president of Employee Benefits of Hub Florida. His title will be senior vice president, Retirement Practice Leader HUB Florida.

Fourth Point Wealth to Build PlanMember Financial Center

Chris Janeway of Fourth Point Wealth in Newport Beach has announced an affiliation with PlanMember Securities Corporation as a new PlanMember Financial Center, expanding retirement, investment planning and financial education opportunities for investors, including educators and employees of nonprofit organizations in Newport Beach and the surrounding area. 

PlanMember, specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. By partnering with PlanMember as a Financial Center, independent advisers such as Fourth Point Wealth can tap the support resources and preferred market access of a national company while maintaining their own local identity. To date, PlanMember has established 35 Financial Centers in 19 states, with a goal of expanding to 80 nationally.

After 10 years as an adviser with PlanMember’s Santa Barbara Financial Group, Chris Janeway opened Fourth Point Wealth in April.

“I started Fourth Point Wealth to integrate a client-focused, relationship-based service model with low-cost, up-to-date technology platforms for clients,” says Janeway. “So often, our financial futures are on unstable footing. We believe the key to enhancing client outcomes is coaching our clients so they understand exactly how they’re invested and why, making the whole structure much more stable.” 

PlanMember is a nationally recognized broker/dealer, investment adviser, and member of FINRA/SIPC. The company is headquartered in Carpinteria, California.