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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
