OneDigital, an Atlanta-based employee-benefit provider, has acquired two employee benefit firms in Portland, Oregon, Impact Benefits & Retirement and Strategic Employee Benefit Services of Oregon.
Impact Benefits & Retirement is a woman-owned and operated firm specializing in integrating retirement services, group health insurance and wealth management advice. Impact has $375 million of assets under management.
SEBS of Oregon offers consulting services to employers regarding employee benefits.
Terms of the acquisitions were not disclosed.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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