For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People December 2, 2014
Ortner, O’Brien and Ortner Becomes OneSource Retirement Advisors
Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.
Reported by PLANADVISER staff
OneSource Retirement Advisers will continue to provide retirement transition support that covers investment management, tax planning and estate counseling under the new brand.
“The new name reflects our unique, multi-disciplinary advisory role,” says John O’Brien, OneSource president. “Only 8% of all advisers provide a total wealth management solution, yet surveys show over and over that the emerging affluent customer wants a coordinated solution.”
The Malvern, Pennsylvania-based company has grown to over $250 million in assets under management. OneSource uses its multi-disciplinary approach to solve problems and work with customers on transitions from retirement planning through retirement living.
More on the firm is available here.
You Might Also Like:
Osaic Enhances Retirement Income Tool for Financial Advisers
The wealth management platform augments its income planner for financial advisers currently managing more than $4 billion per year.
Broadridge Launches Retirement Income, Stable Value Evaluator
The new tool allows plan fiduciaries to evaluate the growing list of in-plan DC annuity options.
Technology Integration ‘Linchpin’ for In-Plan Retirement Income
Middleware providers that offer annuity incorporation and portability across retirement plan recordkeeping platforms will play a key role in uptake,...