Tag: OneDigital

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...