OneDigital, an Overland Park, Kansas-based insurance and financial services firm, has launched a program aimed at small businesses that combines a defined-contribution plan offering with a financial wellness program.
Joining other providers that have entered the small-plan market in the wake of recent regulatory changes encouraging pooled employer plans and multiple employer plans, OneDigital’s offering is aimed at businesses with 100 or fewer employees.
OneDigital said the solution also integrates with existing health benefits coverages, allows for outsourcing of administrative and fiduciary responsibilities associated with the plan, and provides ongoing investment support and advice at the employer level as well as personalized coaching and investment support designed specifically for each employee.
For sellers weighing PE deals, due diligence shouldn't end with the offer on the table – the acquiring platform and the M&A advisor deserve a hard look as well.
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources.
A new SIFMA and KPMG study of more than 2,100 US investors finds satisfaction high, AI-only trust falling, and demand for human guidance growing across every generation.
Retail banks and private wealth firms scored 40 in Fitch's AI stress test, signaling possible one-notch downgrade risk under an adverse scenario.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL.
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
