Wealth Management M&A Dips Slightly in Q2
The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...
Tag: OneDigital
Inside the Deal: What Makes Retirement and Wealth M&A Stick?
Aggregators discuss the importance of a robust onboarding protocol that ensures an acquired advisory is set up for continued growth.
Fidelity Sees Jump in Quantity, Value of RIA M&A Deals Since 2020
During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.
OneDigital Acquires $3.8B Retirement, Wealth Shop StoneStreet Equity
The deal is the fourth retirement and wealth acquisition of the year for OneDigital and expands its Northeast presence.
Retirement Industry People Moves
NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP.
OneDigital Acquires Huntington Bank’s $5.6B Retirement Advisory Business
The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.
DE&I Initiatives: Are They Working?
Retirement advisory firms have been working to implement diversity, equity, and inclusion programs for years, but have they been effective?
OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
The Florida Pension Group is OneDigital’s seventh such partnership in 12 months as it expands its retirement-linked wealth management capabilities.
Retirement Industry People Moves
Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires;...
OneDigital, CAPTRUST, Continue Wealth Management Acquisition Binge
OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal...