OneDigital, an Atlanta, Georgia-based insurance brokerage, financial services and consulting firm, has acquired The Fiducia Benefits Group of Brainerd, Minnesota.
Terms of the acquisition were not disclosed.
Fiducia, an employee-benefits firm, operates in nine states. The firm offers a full suite of employee benefits solutions specializing in large group, self-insured, and customized benefit plans, OneDigital said in a release.
Gary Walters will continue to lead the Brainerd office and his five-member team in the role of principal, senior client executive with OneDigital.
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