OneDigital Acquires $1.4B San Francisco RIA, $330M North Carolina-based Firm

Published on February 26, 2026

Wealth, retirement and insurance aggregator OneDigital acquired two firms this week as it marches toward adding to its $151B in total assets under advisement.

Continue reading on website
Other news

Optimizing the Sale of Your RIA Starts Years Before You Think

February 26, 2026
Underprepared firms often discover that their “options” may come with undesirable conditions.

Wealth Management Needs an AI-First Operating Model (Now)

February 26, 2026
The future of wealth management is AI-powered and human-led.