OneDigital Investment Advisors, the registered investment adviser unit of Atlanta-based employee benefits company OneDigital, has acquired Future Benefits Inc., a retirement plan adviser and RIA managing $1 billion.
Future Benefits, which is based in Cheshire, Connecticut, was founded in 1987. It serves more than 400 wealth management and qualified plan clients.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
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