OneDigital, an Atlanta-based insurance broker, and Ascensus, a Dresher, Pennsylvania-based record keeper, have created a wealth management and wellness package for small retirement plans.
Called the OneDigital Complete Retirement Solution, the package gives employees access to personalized investment strategies and savings recommendations, as well as a wellness solution, and 3(38) fiduciary coverage for plan sponsors that's provided by OneDigital.
The Ascensus open architecture platform allowed OneDigital to deliver its solutions in a way that is customized at the plan level and personalized at the participant level in a highly integrated way, Vince Morris, president of OneDigital Retirement + Wealth, said in a release.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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