OneDigital Investment Advisors, the registered investment advisory arm of Atlanta-based insurance broker and financial services firm OneDigital, has acquired the assets of Generations Wealth Planning, a Sarasota, Florida-based firm managing $170 million. Terms of the acquisition were not disclosed. Generations ...

OneDigital Investment Advisors, the registered investment advisory arm of Atlanta-based insurance broker OneDigital, has acquired the assets of HM Capital Management, a St. Louis-based RIA advising on $5.5 billion in assets under advisement. HM Capital serves roughly 100 wealth management ...

OneDigital Investment Advisors, the Atlanta-based registered investment advisory subsidiary of insurance and consulting firm OneDigital, has acquired the assets of Gouldin & McCarthy, a financial planning and retirement plan consulting firm based in Basking Ridge, New Jersey. The Gouldin & ...

Former Carson Group Holdings chief investment officer Saumen Chattopadhyay has been hired by OneDigital, the latter RIA announced today. Chattopadhyay, who started in the position at Overland Park, Kansas-based OneDigital on Monday, leads economic forecasting, investment selection for retirement plans ...

OneDigital Investment Advisors, an Atlanta-based registered investment adviser and a wholly owned subsidiary of insurance broker OneDigital, has acquired Praxis Consulting, a Sacramento, California-based retirement plan consulting firm that manages $350 million in assets, including $240 million in plan assets. ...

OneDigital, an Overland Park, Kansas-based insurance and financial services firm, has launched a program aimed at small businesses that combines a defined-contribution plan offering with a financial wellness program. Joining other providers that have entered the small-plan market in the ...

OneDigital, an Atlanta-based insurance broker, and Ascensus, a Dresher, Pennsylvania-based record keeper, have created a wealth management and wellness package for small retirement plans. Called the OneDigital Complete Retirement Solution, the package gives employees access to personalized investment strategies and ...

When advisers begin returning to offices full time, some will ask if they can bring their four-legged companions with them. And that could be good for office environments — studies show that dogs give a psychological boost to their humans ...