Fulcrum Partners Honors Roy Imai, Hawaii Business Leader
April 27, 2021 11:00 ET | Source: Fulcrum Partners, LLC Fulcrum Partners, LLC Ponte Vedra Beach, Florida, UNITED STATES
ATLANTA, April 27, 2021 (GLOBE NEWSWIRE) Fulcrum Partners, a OneDigital Company, honors Roy Imai for his fifty-seven years of service to the Hawaii business community. Roy has been a Managing Director with Fulcrum Partners since 2012 and a cornerstone of the Honolulu business community since 1968.
Supporting retail and business insurance needs of companies and organizations in Honolulu and across Hawaii, Roy has long been respected and trusted for delivering steadfast and reliable business insurance services. Working first as part of Clark Consulting and later joining the Fulcrum Partners team of executive benefits consultants, Roy expanded his focus to include executive benefits advisory, helping banks and corporations use bank owned life insurance (B
OneDigital picks up $6B retirement plan adviser, lastest of many deals
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OneDigital scoops up Westminster Consulting to expand retirement plan business
OneDigital Investment Advisors acquired Westminster Consulting, OneDigital said in a news release Thursday.
Terms of the deal were not disclosed.
The acquisition of the Rochester, N.Y.-based registered investment adviser firm will add more than 71 retirement plans with $6 billion in plan assets to OneDigital s platform and strengthen OneDigital s retirement and wealth division, the news release said.
As part of the transaction, Westminster partners
Thomas Zamiara and
Sean Patton will join OneDigital as senior vice presidents of retirement services. In addition, the entire Westminster team will join OneDigital in various locations.
Press release content from Globe Newswire. The AP news staff was not involved in its creation.
Tom Chisholm Accepted into Forbes Business Council
Fulcrum Partners, LLCFebruary 10, 2021 GMT
ATLANTA, Feb. 10, 2021 (GLOBE NEWSWIRE) For the second consecutive year, Tom Chisholm, Senior Vice President – Retirement, Fulcrum Partners has been accepted as a member of Forbes Business Council. Tom heads the Chicago office of Fulcrum Partners, a OneDigital Company, and will be involved both nationally and across the Greater Chicago region as part of Forbes Chicago Business Council. Forbes Business Council is an invitation-only, high-visibility community that includes successful business leaders in the U.S. and globally.
OneDigital buys Fulcrum Partners
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OneDigital Investment Advisors has purchased Fulcrum Partners, an executive benefits consultancy that focuses on deferred compensation and supplemental executive retirement plans.
Terms of the deal were not disclosed. The acquisition, which closed Dec. 31, marks OneDigital s entry into the non-qualified deferred compensation plan market, the firm said in a news release Thursday. OneDigital Investment Advisers is a registered investment adviser owned by employee benefits insurance broker OneDigital.
As part of the transaction, the firm will assume responsibility for advising about $7 billion in non-qualified plan assets held by both public and private companies.
Vince Morris, president of OneDigital retirement and wealth, explained the firm s rationale for expanding its services into executive compensation strategies. Our firm is focused upon helping employees of all ages and income levels financially prepare for retirem
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