Browsing Tag
OneDigital Investment Advisors
19 posts
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
OneDigital Acquires Huntington 401(k) Advisory and Retirement Plan Servicing Business
The transaction brings $5.6 billion in retirement plan AUM and 1,300 employers to the OneDigital platform
OneDigital Expands to Arizona
Acquisition of 401K Resources and The Clear Group marks a milestone in firm’s planned national expansion
OneDigital Adds 17th Florida Office with Addition of Florida Pension Group
Deal announced Feb. 6 marks the company’s seventh strategic retirement and wealth partnership in the past 12 months