OneDigital bolsters financial advisory platform with WealthSource acquisition

OneDigital bolsters financial advisory platform with WealthSource acquisition

In a significant move to expand its wealth management services, OneDigital Investment Advisors, a subsidiary of the leading insurance brokerage, financial services, and HR consulting firm OneDigital, announced the acquisition of WealthSource Partners. This transaction marks a substantial increase in OneDigital’s assets under management, adding approximately $1.3 billion in wealth management advisory assets to its […]