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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.