OneDigital, an Atlanta-based employee-benefit provider, has acquired two employee benefit firms in Portland, Oregon, Impact Benefits & Retirement and Strategic Employee Benefit Services of Oregon.
Impact Benefits & Retirement is a woman-owned and operated firm specializing in integrating retirement services, group health insurance and wealth management advice. Impact has $375 million of assets under management.
SEBS of Oregon offers consulting services to employers regarding employee benefits.
Terms of the acquisitions were not disclosed.
Convicted by an LA jury on 13 of 17 counts, the Citron Research founder and activist short seller now is now facing a statutory 25-year federal prison sentence.
The deal marks Ground Control's second UK transaction in under two years as US wealth platforms race to stake out overseas territory.
Investors' tendency to choose external goalposts can seriously impact their odds of long-term success – and they might not even know it.
“We fear that it will be ‘open season’ from the plaintiffs’ bar on plan fiduciaries who are early adopters of alternative investments,” said Tim Collins, a partner at Duane Morris.
Industry report shows that there are now fewer firms as consolidation intensifies.
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.
