Displaying 30 results
OneDigital snaps up Texas-based wealth and retirement practice
The deal, the RIA's third this year, broadens its presence in the south-central US.
OneDigital inks deal for Wintrust’s retirement advisory business
The acquisition will see $2.6 billion in retirement planning assets for over 40,000 participants added to OneDigital’s book.
OneDigital adds $2B wealth management firm
Deal for WealthSource Partners grows OneDigital’s footprint in nine states.
OneDigital acquires StoneStreet Equity
The Armonk, New York-based retirement plan consulting firm has $3.8 billion in assets under advisement.
OneDigital buys Huntington’s retirement business in latest expansion
The deal brings over $5.6 billion in retirement plan assets, representing more than 1 million participants and 41,000 individual accounts across 11 states.
OneDigital acquires Florida firm managing $500 million
Florida Pension Group, headquartered in St. Johns, provides retirement plan consulting and wealth management services.
OneDigital acquires Minnesota benefits firm
Brainerd-based Fiducia Benefits Group offers a full suite of employee benefits solutions specializing in large group, self-insured, and customized benefit plans.
One Digital adds New Jersey wealth management firm
The deal for JFL Total Wealth Management, which has $300 million in AUM, brings One Digital's total assets to approximately $108.1 billion.
OneDigital buys $1 billion New Jersey wealth management firm
KB Financial Partners and KB Financial Advisory Partners has 28 employees and three offices.
OneDigital acquires $170 million Florida firm
Sarasota-based Generations Wealth Planning is led by a father-and-son team, Rob and Kevin Lyons.
OneDigital acquires St. Louis-based RIA
HM Capital Management adds $5.5 billion in assets under advisement.
OneDigital acquires $406 million advisory firm
Retirement plan consultant Gouldin & McCarthy is based in Basking Ridge, New Jersey.
OneDigital hires CIO from Carson Group
Saumen Chattopadhyay fills a role that had been vacant since former OneDigital CIO Jamie Battmer left the company in March.
OneDigital acquires $350 million advisory firm
Praxis Consulting, based in Sacramento, California, has $240 million in retirement plan assets and $110 million in personal advisory assets.
OneDigital offers retirement plan for small businesses
The offering aimed at companies with 100 or fewer employees includes a financial wellness component.
OneDigital and Ascensus offering managed-account, financial wellness package
The insurance broker and the record keeper team up to create a product for small retirement plans.
Working canine to 5: Dogs in office help reduce stress
Employers that are dog-friendly might be more likely to have happy workers, especially after the pandemic.
OneDigital acquires Fiduciary Plan Advisors
The deal adds $6 billion in retirement plan assets under advisement among 200,000 participants to OneDigital’s book. It follows seven other purchases the Atlanta-based company has made so far this year.
OneDigital acquires two firms in Portland, Oregon
Impact Benefits & Retirement and Strategic Employee Benefit Services will be folded in.
OneDigital acquires hometown plan consultant
Atlanta-based Clearview Advisory serves more than 100 plans with $2.3 billion in assets.
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