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.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income