OneDigital Investment Advisors, the registered investment adviser subsidiary of Atlanta-based insurance brokerage OneDigital, has acquired Atlanta Retirement Partners, which oversees more than 130 retirement plans representing $1.3 billion in plan assets.
Terms of the deal were not disclosed.
[More: OneDigital acquires property and casualty brokerage]
After the acquisition of Atlanta Retirement Partners, OneDigital Investment Advisors will serve approximately 60,000 clients, 5,000 retirement plans and some 900,000 participants, the company said in a release.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
