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.
Tag: OneDigital
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...