Browsing Tag
OneDigital Investment Advisors
22 posts
Concurrent Hires Retirement Division Lead
David Montgomery was most recently the director of Retirement Investment Services at OneDigital
Jania Stout Makes Move to Prime Capital Retirement
Moving from OneDigital, Stout brings decades of experience in provider and advisor roles to new leadership position at Prime Capital Retirement
OneDigital Launches Streamlined Benefits Programming
OneDigital aims to offer a total rewards strategy for employers
Employees Amplify Concerns Over Financial Emergency Impacts
A quarter of participants surveyed are also borrowing from their retirement accounts, finds research from OneDigital
Corporate Roundup: Candidly, intellicents Partnership; OneDigital Acquires CBR
Candidly and intellicents partner to offer student loan debt repayment services, OneDigital acquires a human resources leader, Betterment updates its RIA division, and more
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
Corporate Roundup: OneDigital and Principal Partnership; New Director Joins Diversitas
OneDigital and Principal offer a new retirement savings tool aimed at small businesses, and Diversitas welcomes a new director while introducing plans to rebrand
Corporate Roundup: Toland Opens Annuity Practice; OneDigital Acquires $900M Firm
An annuity veteran announces new consulting practice while OneDigital acquires Triad Financial Advisors, and more
OneDigital Buys $3.8 Billion StoneStreet Equity
StoneStreet will bring in $3.8 billion in AUA, along with their entire team, to OneDigital
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients