comparemela.com

Latest Breaking News On - ஃபுல்க்ரம் கூட்டாளர்கள் - Page 1 : comparemela.com

Fulcrum Partners Publishes Report on Nonqualified Plan

OneDigital continues buying spree with Future Benefits acquisition

OneDigital continues buying spree with Future Benefits acquisition Getty Images OneDigital Investment Advisors acquired Future Benefits, a retirement plan consulting and wealth management services firm, OneDigital said in a news release Tuesday. Terms of the deal, which closed April 1, were not disclosed. The acquisition of the Cheshire, Conn.-based firm will add 63 retirement plans with $379 million in assets to OneDigital s platform, a spokeswoman for OneDigital said. The transaction follows a flurry of acquisitions of retirement services-related businesses made by OneDigital this year, including Westminster Consulting, a registered investment adviser that brought more than 71 retirement plans with $6 billion in assets to OneDigital s client roster. Other notable deals for OneDigital this year include the acquisition of the institutional 401(k) investment advisory business of financial services firm Truist Financial as well as the acquisition of Fulcrum Partners, an executive

Fulcrum Partners Honors Roy Imai, Hawaii Business Leader

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 scoops up Westminster Consulting to expand retirement plan business

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.

© 2025 Vimarsana

vimarsana © 2020. All Rights Reserved.