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Fulcrum Partners Publishes Report on Nonqualified Plan

ATLANTA, Aug. 12, 2021 (GLOBE NEWSWIRE) Fulcrum Partners, a OneDigital Company, has published, “Nonqualified Plan Financing: One Size Does Not Fit. ....

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OneDigital continues buying spree with Future Benefits acquisition

OneDigital continues buying spree with Future Benefits acquisition
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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, including Westminster Consulting, a registered investment adviser that brought more than 71 retirement plans with $6 billion in assets to OneDigital s client roster. Other notable deals for OneDigital this year include the acquisition of the institutional 401(k) investment advisory business of financial services firm Truist Financial as well as the acquisition of Fulcrum Part ....

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Fulcrum Partners Honors Roy Imai, Hawaii Business Leader

Fulcrum Partners Honors Roy Imai, Hawaii Business Leader
April 27, 2021 11:00 ET
| Source:
Fulcrum Partners, LLC
Fulcrum Partners, LLC
Ponte Vedra Beach, Florida, UNITED STATES
ATLANTA, April 27, 2021 (GLOBE NEWSWIRE) Fulcrum Partners, a OneDigital Company, honors Roy Imai for his fifty-seven years of service to the Hawaii business community. Roy has been a Managing Director with Fulcrum Partners since 2012 and a cornerstone of the Honolulu business community since 1968.
Supporting retail and business insurance needs of companies and organizations in Honolulu and across Hawaii, Roy has long been respected and trusted for delivering steadfast and reliable business insurance services. Working first as part of Clark Consulting and later joining the Fulcrum Partners team of executive benefits consultants, Roy expanded his focus to include executive benefits advisory, helping banks and corporations use bank ....

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OneDigital picks up $6B retirement plan adviser, lastest of many deals

OneDigital picks up $6B retirement plan adviser, lastest of many deals
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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OneDigital scoops up Westminster Consulting to expand retirement plan business

OneDigital scoops up Westminster Consulting to expand retirement plan business
OneDigital Investment Advisors acquired Westminster Consulting, OneDigital said in a news release Thursday.
Terms of the deal were not disclosed.
The acquisition of the Rochester, N.Y.-based registered investment adviser firm will add more than 71 retirement plans with $6 billion in plan assets to OneDigital s platform and strengthen OneDigital s retirement and wealth division, the news release said.
As part of the transaction, Westminster partners
Thomas Zamiara and
Sean Patton will join OneDigital as senior vice presidents of retirement services. In addition, the entire Westminster team will join OneDigital in various locations. ....

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