OneDigital acquires hometown plan consultant

OneDigital Investment Advisors, the registered investment advisory unit of employee benefits company OneDigital, has acquired Clearview Advisory, a retirement advisory firm that serves more than 100 plans with $ 2.3 billion in assets.

Both companies are headquartered in Atlanta.

[More: OneDigital continues acquisition tear with purchase of $6B plan adviser]

As the investors of this fund company have never paid capital gains distributions

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June 2, 2021