OneDigital Investment Advisors, the registered investment adviser unit of employee benefits company OneDigital, has acquired Clearview Advisory, a retirement plan consulting firm that serves more than 100 plans with $2.3 billion in assets.
Both firms are headquartered in Atlanta.
The firm's 11-partner retirement lineup now includes J.P. Morgan and T. Rowe Price, as it targets the underserved small business 401(k) market.
The brokerage’s new Miami event series will bring together women content creators and financial advisors to discuss taxes, retirement planning, and business structuring as wealth managers target the fast-growing creator economy.
Wirehouse vets target founders navigating liquidity events with a new fiduciary firm in San Francisco.
Hightower Signature Wealth's Andrew Connors argues proactive life planning conversations can transform client relationships and create more fulfilling retirement outcomes.
The Massachusetts Democrat is demanding answers from the White House as the trust fund insolvency date accelerates and benefit cuts loom for retirees.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
