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OneDigital Acquires Fiduciary Plan Advisors

OneDigital Acquires Fiduciary Plan Advisors
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OneDigital RIA acquires $6B Fiduciary Plan Advisors

OneDigital RIA acquires $6B Fiduciary Plan Advisors
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OneDigital Announces $70 Million Commitment to BUILD ASSET MANAGEMENT To Be Deployed in Builds Conservative Indexed Risk Control Strategy

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OneDigital Investment Advisors “OneDigital,” a registered investment advisor focused on corporate retirement plans with over $70 billion in assets under advisement, today announced that it has allocated $70 million to
Build Asset Management (Build) to be deployed in Build’s flagship Conservative Indexed Risk Control™ strategy. Indexed Risk Control™ is a next gen risk mitigation strategy that seeks to provide investors with downside protection while still offering upside potential.
Build will serve as a sub-advisor for OneDigital’s Risk Mitigation sleeve of the firm’s Personalized Portfolios solution. Personalized Portfolios is OneDigital’s advisor managed accounts (AMA) solution that has reengineered portfolio construction. The Risk Mitigation sleeve of this solution seeks to protect retirement portfolios from catastrophic losses, thereby providing individuals with greater ....

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OneDigital Announces $70 Million Commitment to BUILD ASSET MANAGEMENT To Be Deployed in Build's Conservative Indexed Risk Control™ Strategy

Press release content from Business Wire. The AP news staff was not involved in its creation. ....

United States , Overland Park , Meir Kahtan , Vince Morris , Cassie Jenkins , John Ruth , Chelsea Fortier , Digital Investment Advisors , Build Asset Management , Conservative Indexed Risk Control , Risk Control , Risk Mitigation , Personalized Portfolios , Onedigital Retirement , Indexed Risk Control , Onedigital Investment Advisors , Resources Investment Advisors , Investment Advisor Representatives , Business Insurance , Matt Dines , Marketing Manager , Asset Management , Business Wire , ஒன்றுபட்டது மாநிலங்களில் , ஓவர்‌ல்யாஂட் பூங்கா , வின்ஸ் மோரிஸ் ,

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. ....

Bukaty Cos , Cafaro Greenleaf , Thomas Zamiara , Vince Morris , Sean Patton , Financial Group , Wise Rhino Group , Financial Services , Onedigital Investment Advisors , Westminster Consulting , Fulcrum Partners , Truist Financial , Vertical Financial Group , Resources Investment Advisors , வின்ஸ் மோரிஸ் , சீன் பாட்டன் , நிதி குழு , பாண்டித்தியம் காண்டாமிருகம் குழு , நிதி சேவைகள் , வெஸ்ட்மின்ஸ்டர் ஆலோசனை , ஃபுல்க்ரம் கூட்டாளர்கள் , செங்குத்து நிதி குழு ,