Browsing Tag
OneDigital Investment Advisors
29 posts
Ascensus, OneDigital Partner on PEPs
OneDigital will serve as the 3(38) investment fiduciary while Ascensus provides recordkeeping, 3(16) administrative fiduciary services, and more
OneDigital’s Secure Future PEP Goes National
Milestone reflects both the strength of the $600 million Pooled Employer Plan and increasing demand among employers and advisors
OneDigital Acquires Derse Morgen, Employee Fiduciary Expands Team
Plus, news from Advisor CRM, CAPTRUST, The Retirement Advantage, Prime Capital, and more
OneDigital Launches Alts Access in 401(k)s
Private investments will be made available through advisor-managed programs with Apollo, Ares, and Blackstone
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines
OneDigital, Broadridge Partner on Enhanced Retirement Data Solutions
Solution grounded in data aggregation and reporting to automate workflows, integrate proprietary branding and fund scoring to make retirement advisors more efficient
OneDigital Launches Impact Studio
The launch comes months after OneDigital initially rolled out the platform in five markets
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