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OneDigital

OVERLAND PARK, KS
CRD: 106766
In PWD coverage since August 14, 2026 · 9 stories
$155BRegulatory AUMSEC Form ADV · Aug 21
648EmployeesForm ADV
-26Talent net · 12 months7 in · 33 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net -26 · 7 arrivals · 33 departures
Arrivals
Advisor
Aug 21 · from OneDigital
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Aug 21
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Aug 21
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Aug 21
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Aug 21 · from OneDigital
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Aug 21 · from OneDigital
Departures
Advisor
Aug 20 · destination pending
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Aug 20 · destination pending
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Aug 20 · destination pending
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Aug 20 · destination pending
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Aug 20 · destination pending
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Aug 20 · destination pending
PWD coverage
Features

FiNet's bank-team raid redraws the independent channel

A $1 billion Truist liftout and a UBS team land at Wells Fargo FiNet in one day, making the broker-dealer the fast exit from the employee channel.
Data · Aug 22The benefits channel is the new recruiting battleground
Data · Aug 21Recruiting overtakes dealmaking in 30-day RIA tracking
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
advisers · Aug 19Edelman puts a dealmaker in charge of retirement plan services
exit · Aug 18Edelman hires dealmaker to buy and recruit retirement practices
advisers · Aug 18Edelman turns its retirement unit over to a dealmaker
advisers · Aug 17Edelman puts an M&A veteran atop its retirement unit
RIA · Aug 14Edelman Hires Retirement Advisory Veteran Christian Mango
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