OneDigital buys Huntington National Bank's 401(k) advisory, plan servicing business
OneDigital Investment Advisors has acquired the 401(k) advisory and retirement plan servicing business of Huntington National Bank.
Source: pionline.com
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OneDigital Investment Advisors adds TimeScale to its stable
OneDigital Investment Advisors has acquired registered investment adviser firm TimeScale Financial.
Source: pionline.com
OneDigital adds Gouldin & McCarthy to its stable
OneDigital Investment Advisors acquired financial planning and retirement plan consulting firm Gouldin & McCarthy.
Source: pionline.com
Office Space in 2022: Flexibility Is Key
When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and whether) to bring staff back two years later.
Source: planadviser.com
OneDigital continues buying spree with Future Benefits acquisition
OneDigital continues buying spree with Future Benefits acquisition Getty Images OneDigital Investment Advisors acquired Future Benefits, a retirement plan consulting and wealth management services firm, OneDigital said in a news release Tuesday. Terms of the deal, which closed April 1, were not disclosed. The acquisition of the Cheshire, Conn.-based firm will add 63 retirement plans with $379 million in assets to OneDigital's platform, a spokeswoman for OneDigital said. The transaction follows a flurry of acquisitions of retirement services-related businesses made by OneDigital this year, in...
Source: pionline.com