Browsing Tag
OneDigital Investment Advisors
25 posts
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
Corporate Roundup: Prime Capital Partners with Earth Equity Advisors, OneDigital and Empower Add Industry Experts
Prime Capital Investment Advisors announces partnership with Earth Equity Advisors and OneDigital and Empower add new experts to their teams
The Opportunity (and Liability) in Healthcare Fiduciary Guidance
Plan sponsor clients are overwhelmed by new regulations requiring a fiduciary process in healthcare plan design. Top advisor Jamie Greenleaf points to the retirement plan space for answers
OneDigital Unveils Wealth Management Solutions for Individuals
Significant collection of strategic partnerships announced this week enhance OneDigital Investment Advisors’ ongoing expansion into wealth management
5 Months, 5 Deals: OneDigital Acquires Another RIA
TimeScale Financial deal latest in a series of acquisitions creating a strategic expansion of wealth management capabilities in 2022