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OneDigital adds $2B wealth management firm

OneDigital adds $2B wealth management firm
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RIA Roundup: Oakeson Steiner Takes $1.2B Practice to Carson Group

Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.

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ONEDIGITAL CREATES ACCESS TO RETIREMENT PLAN SOLUTIONS FOR SMALL BUSINESS CLIENTS THROUGH SIMPLY RETIREMENT BY PRINCIPAL®

ONEDIGITAL CREATES ACCESS TO RETIREMENT PLAN SOLUTIONS FOR SMALL BUSINESS CLIENTS THROUGH SIMPLY RETIREMENT BY PRINCIPAL®
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Triad Financial Advisors sold to Atlanta-based OneDigital

Triad Financial Advisors sold to Atlanta-based OneDigital
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OneDigital Buys Triad Financial Advisors

OneDigital Buys Triad Financial Advisors
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RIA Roundup: Geller Opens South Florida Office, Unveils New Brand

Geller moved into West Palm Beach, Waverly moved into Austin and NewEdge moved into the Bay Area this week, as more than $10B in assets was transacted.

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StoneStreet Equity, with $3.8B AUA, Scooped Up by OneDigital

StoneStreet is the latest addition to OneDigital’s growing institutional retirement and wealth management divisions.

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Better Wealth Management for Everyone: OneDigital Chooses Pontera to Help Clients with Their 401(k)s

Better Wealth Management for Everyone: OneDigital Chooses Pontera to Help Clients with Their 401(k)s
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OneDigital, others look to snap up regional banks' 401(k) businesses

OneDigital and other "aggregators" are looking to buy the retirement businesses of regional banks.

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OneDigital Buys Huntington National Bank's Retirement Arm

The transaction looks to drive additional scale to benefit Huntington's 1,300 employers who sponsor workplace savings plans.

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