Announced
Synopsis
OneDigital, a strategic advisory firm, agreed to acquire Resources Investment Advisors, an independent hybrid registered investment adviser firm. Financial terms were not disclosed. “As we enter this next chapter, we see Resources and their affiliate companies as an important and strategic expansion of our services. It’s clear that taking a holistic approach to employee benefits, retirement planning and wealth management is at the forefront of our client’s needs and their employees’ wellbeing,” Adam Bruckman, OneDigital President and CEO.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.