OneDigital Investment Advisors, a subsidiary of OneDigital, an insurance brokerage and HR consulting firm, said Monday it has acquired Florida Pension Group, a Florida-based retirement plan consulting and wealth management firm that manages more than $500 million in assets.
Florida Pension Group, which has its headquarters in St. Johns, was founded in 1998 by its president, Troy Tummond. It provides retirement plan services to more than 100 businesses and wealth management advice to more than 270 households.
In addition to Tummond, the team includes advisors Steve Carter, John Hudson, John Pomroy and Landon Strickland and staffer Jill Markey.
The acquisition gives OneDigital its 17th office in Florida and brings its assets to $108.9 billion.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
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
