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Resources Investment Advisors, an RIA that works on 2,600 retirement plans with $45 billion in assets, is being bought by OneDigital, a benefits broker.
Atlanta-based OneDigital says the deal includes three advisor teams now with Retirement Benefits Group and Fulcrum Partners and eight advisor practices: Bukaty Companies Financial Services, 401k Advisors Intermountain, Cafaro Greenleaf, Capstone Advisory Group, Chepenik Financial, SHA Retirement Group, Strategic Retirement Group and Teros Advisors.
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Janet Levaux
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
