Displaying 30 results
OneDigital acquires $1 billion retirement plan adviser
Connecticut-based Future Benefits Inc. serves more than 400 wealth management and retirement plan clients.
OneDigital acquires $240 million retirement plan manager
Keystone Retirement & Insurance Advisors is based in Houston.
OneDigital continues acquisition tear with purchase of $6B plan adviser
The deal announced Thursday will add about $6 billion in assets across 71 retirement plans to Atlanta-based OneDigital Investment Advisors’ business.
For RPAs thinking about selling, there may be no time like the present
Over the past several years, the pace of dealmaking has accelerated, and valuations for desirable RPAs have climbed to earnings multiples that not long ago would have stunned buyers and sellers. That makes the present a very good time to consider becoming part of a larger firm.
OneDigital acquires manager of $1.3 billion in plan assets
With the deal for Atlanta Plan Partners, which oversees more than 130 retirement plans, OneDigital Investment Advisers will serve approximately 5,000 retirement plans.
OneDigital acquires property and casualty brokerage
HM Employee Benefits and Risk Management is based in St. Louis; OneDigital says deal will help it provide 'holistic suite of employee-centric solutions.'
OneDigital acquires benefits consultant and adviser
The deal for Florida-based Fulcrum Partners will expand the footprint of the giant insurance broker’s registered investment adviser.
Banks can provide an opportunity for RPAs
As several recent deals show, such as OneDigital's purchase of Truist's RPA business, banks offer retirement plan advisers a chance to grow their business.
OneDigital acquires firm overseeing $1 billion in plan assets
The deal for Vertical Financial Group is the insurance giant’s second big purchase of a retirement plan adviser.
Truist Financial sells 401(k) business to OneDigital
The deal follows other major announcements, including the purchase of Compass Financial Partners and a majority stake acquisition in Sageview Advisory Group
