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OneDigital acquires Legacy Asset Management

OneDigital acquires Legacy Asset Management
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OneDigital acquires retirement plan servicing business of Wintrust Investments

OneDigital acquires retirement plan servicing business of Wintrust Investments
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RIA Roundup: OneDigital Picks Up $1 3B Firm

Featured in this week’s deal roundup: OneDigital’s RIA, Carson Wealth, SteelPeak Advisors and affiliates of both Kestra PWS and Focus Financial.

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OneDigital Acquires $2 Billion RIA WealthSource

OneDigital Investment Advisors has acquired WealthSource Partners, a registered investment advisor firm with about $2 billion in assets under management. The…

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OneDigital adds $2B wealth management firm

OneDigital adds $2B wealth management firm
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