Announced
Completed
Financials
Sources
Tags
Majority
Acquisition
investment advisory services
Domestic
Private
United States
Asset Managers and Custodians
Single Bidder
Completed
Disposal
Friendly
Synopsis
OneDigital Investment Advisors, a strategic advisory firm, completed the acquisition of the Institutional Retirement Business of Truist, a financial services company. Financial terms were not disclosed. Under the terms of the OneDigital agreement, investment advisory services for approximately 1.2k, representing $10bn in plan assets, will now be delivered by OneDigital.
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