Retirement Industry People Moves – 8/23/24
Cetera appoints Mackay president of Cetera Solutions; Vanguard announces Robinson as general counsel; OneDigital welcomes Grier as managing principal; and...
Tag: OneDigital
Retirement Industry People Moves – 5/10/24
Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.
Partnering On In-Plan Advice
Recordkeeper Empower and two large RIA advisories discussed why they’re partnering on adviser-managed accounts geared toward plan participants of all asset levels.
OneDigital, Creative Planning Announce Texas Acquisitions
Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.
Advisory M&A News – 3/25/24
Kingswood, Wentworth announce merger to form Binah Capital Group; Osaic adds Father/Daughter Duo; OneDigital acquires Creative Business Resources.
OneDigital’s AI Experiment: A ‘Cheppy’ for Everyone
The advisory created an artificial intelligence-powered version of a retirement plan adviser to show the technology’s potential—while making it clear...
Advisory M&A News – 2/20/24
OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...
Advisory M&A News – 2/5/24
Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and...
Carson Group Snags $1.2B Retirement, Wealth Advisory
Oakeson Steiner is leaving OneDigital for wealth-focused Carson Group.
Profitable Endeavors
Plan advisers discuss how they provide best-in-class services while still meeting—and trying to exceed—client needs.
OneDigital Offers 401(k) Solution by Principal to Small Business Clients
OneDigital advisers will use Simply Retirement by Principal, with the goal of streamlining the process of setting up a retirement...
Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans
The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Participant Education Requires Innovation, 1-on-1 Coaching in Hybrid Labor Market
PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants.
OneDigital Makes 6th Acquisition This Year, Fueling Southeast Expansion
The aggregator added wealth manager Triad Financial to join its five previous wealth or retirement advisement acquisitions so far this...
The PLANADVISER Interview: Vince Morris, President of Retirement and Wealth, OneDigital
The OneDigitial retirement plan leader says the aggregator’s company-wide focus on the employee guides its strategic growth.
CAPTRUST Expands Presence in South
Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
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...
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.