According to a press release, OneDigital has acquired the assets of Generations Wealth Planning, LLC (GWP).
Jan 1, 2022 | napa-net.orgFulcrum Partners, a OneDigital Company, is proud to share this announcement honoring OneDigital as a 2022 winner of Best Places to Work for Financial Advisers.
Jan 1, 2022 | fulcrumpartnersllc.comOneDigital, the nation’s leading insurance brokerage, financial services, and HR consulting firm, has acquired Bouchey & Clarke Benefits, Inc. (B&C), located in Troy, NY, another highlight in a period of focused and strategic expansion for the company across the state of New York.
Jan 1, 2022 | onedigital.comIn June this year, OneDigital acquired retirement and wealth consultancy Fiduciary Plan Advisors, adding 6bn in assets under advisement to its books.
Jan 1, 2021 | privatebankerinternational.comOneDigital, a leading insurance brokerage, financial services and HR consulting firm, today announced the launch of Bold Studio, an interactive online destination dedicated to providing news and insights surrounding the firm's investments in people, businesses, products and technology.
Jan 1, 2022 | onedigital.comThomas Zamiara and Sean Patton, overseeing Westminster Consulting, will join OneDigital each as Senior Vice President of Retirement Services.
Jan 1, 2021 | westminster-consulting.comOneDigital Health and Benefits is honored to receive AJC's Top Workplace Award!
Jan 1, 2022 | onedigital.comNews of the deal comes about six weeks after OneDigital’s previous acquisition of Westminster Consulting, bringing the firm’s overall acquired assets to $9.3 billion.
Jan 1, 2021 | planadviser.comWe wondered about this creativity now that OneDigital acquired Chepenik Financial as part of the Resources Investment Advisors sale in 2020 and if he had to pull back for more standardized, corporate marketing strategies.
Jan 1, 2022 | 401kspecialistmag.comOneDigital, a leading insurance brokerage, financial services and HR consulting firm, today announced the company has hired Peter Sims as Vice President of Corporate Development, Retirement + Wealth.
Jan 1, 2022 | onedigital.comOneDigital’s investment advisor unit has acquired the assets of Fiduciary Plan Advisors, which was founded in 2014.
Jan 1, 2021 | thinkadvisor.comEskew joins OneDigital’s corporate leadership team from the firm’s Mid-Atlantic region, where she spent the last two years in various Talent Acquisition & Business Development roles, driving organic growth and advancing the firm’s DEI&B recruitment efforts through in-region recruiting efforts.
Jan 1, 2022 | onedigital.comOneDigital, an insurance brokerage, financial services and HR consulting firm, has announced the hiring of Marcia Calleja-Matsko as chief information officer.
Jan 1, 2022 | planadviser.comTogether with their experienced team members, Marsha Cameron will join OneDigital as National Practice Leader - Compensation, and Billie Day will continue to play a leadership role as Senior Director.
Jan 1, 2022 | onedigital.comNate Pratt, CFA, has joined OneDigital to help lead its Carolinas sales team and expand its Investment Advisory practice through organic and acquisitional growth.
Jan 1, 2022 | bizjournals.comOneDigital has appointed Jyoti Mokal as vice president of product.
Jan 1, 2022 | planadviser.comOneDigital, a leading insurance brokerage, financial services and HR consulting firm, today announced the appointment of Nauman Shaikh as Vice President of Risk and Analytics.
Jan 1, 2022 | onedigital.comAlso, OneDigital has been named to the NAPA TOP Advisor Multi-Office Firms Award.
Jan 1, 2022 | onedigital.comOneDigital, a leading insurance brokerage, financial services and HR consulting firm, announced it has acquired Denver-based Security First Insurance Agency (SFIA).
Jan 1, 2022 | onedigital.comFulcrum Partners, a OneDigital Company, has released a white paper that looks at nonqualified plan benefit security issues that companies will want to review during this period of economic uncertainty.
Jan 1, 2022 | fulcrumpartnersllc.comOneDigital has been named a finalist in three categories, Innovator of the Year, M&A Leader of the Year, and Vince Morris as Aggregators: CEO of the Year.
Jan 1, 2022 | onedigital.comOneDigital, the nation's leading insurance brokerage, financial services and HR consulting firm, has been named to the Atlanta Chapter of The Association for Corporate Growth® (ACG) 2022 Georgia Fast 40.
Jan 1, 2022 | onedigital.comPatrick Brady has recently joined OneDigital as a Managing Consultant to provide strategic oversight and executive leadership for clients’ workforce and benefits programs.
Jan 1, 2022 | bizjournals.comOneDigital, the nation’s leading insurance brokerage, financial services and HR consulting firm, has acquired IntoBenefits, Inc. in San Jose, CA.
Jan 1, 2022 | onedigital.comOneDigital, the nation’s leading insurance brokerage, financial services and HR consulting firm, announced the appointment of April Husted as Senior Managing Principal at OneDigital Georgia.
Jan 1, 2022 | onedigital.comOneDigital, a leading insurance brokerage, financial services and HR consulting firm, has released its annual Diversity, Equity, Inclusion and Belonging (DEI&B) report, “Many Voices, OneDigital.”
Jan 1, 2022 | onedigital.comOneDigital, the nation's leading insurance brokerage, financial services, and HR consulting firm, has been named a 2022 NorthCoast 99 award winner by ERC, the Employers Resource Council.
Sep 6, 2022 | onedigital.comSudheer Paduchuri joins OneDigital as Vice President of IT Infrastructure, Security and Operations, and Wes Cowen has moved into the role of National Vice President of Client Success.
Sep 15, 2022 | onedigital.comOneDigital, the nation's leading insurance brokerage, financial services and HR consulting firm, has joined forces with HealthWorks, LLC, a Chicago -based insurance advisor focusing primarily on Medicare recipients.
Oct 6, 2022 | metroatlantaceo.comOneDigital, the nation's leading insurance brokerage, financial services and HR consulting firm, has joined forces with HealthWorks, LLC, a Chicago-based insurance advisor focusing primarily on Medicare recipients.
Oct 6, 2022 | onedigital.comJenni joined OneDigital in 2019 as a Human Resources Consultant partnering with clients to provide strategic HR support and ultimately build out best in class employee programs.
Oct 5, 2022 | onedigital.comOneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has hired Alan Cole as its Vice President of Retirement Plan Sales.
Oct 17, 2022 | onedigital.comOneDigital, a leading insurance, financial services, and HR consulting advisory firm which is used by more than 85,000 employers in the U.S., was selected as a finalist for Retirement Plan of the Year in the inaugural RIA Intel Awards.
Sep 14, 2022 | riaintel.comOverland Park, KS – November 10, 2022 - OneDigital Investment Advisors “ OneDigital,” a nation’s leading insurance brokerage, financial services and HR consulting firm, announced today that seven of their advisers, have been named to the NAPA Top Retirement Plan Advisors Under 40.
Nov 10, 2022 | onedigital.comThe Massachusetts offices of OneDigital, the nation's leading insurance brokerage, financial services, and HR consulting firm, has been recognized by the National Association for Business Resource’s “Best and Brightest Companies to Work For®” in 2022 and has been named the Best of the Best Medium-Sized Company.
Nov 28, 2022 | onedigital.comOneDigital, the nation’s leading insurance brokerage, financial services, and HR consulting firm, has acquired Cognos HR, a professional employer organization (PEO) and human resources services firm with a rare combination of vision and expertise.
Nov 29, 2022 | onedigital.comOneDigital, the nation’s leading insurance brokerage, financial services and HR consulting firm, has acquired the assets of Ohio-based Sprouse Insurance (Sprouse).
Dec 12, 2022 | onedigital.com