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.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
