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.
Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.
Use of the technology is growing and asset managers see transformative benefits.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
