OneDigital Acquires $1.4B San Francisco RIA, $330M North Carolina-based Firm [Yahoo! Finance]
Apollo Global Management, Inc. (New) (APO)
Last apollo global management, inc. (new) earnings: 5/1 07:00 am
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Source: Yahoo! Finance
OneDigital, the Atlanta-based insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans , has acquired two independent advisory firms with combined client assets under administration of $1.73 billion. OneDigital Investment Advisors, the firm's advice division based in Overland Park, Kan., announced the deal for Silicon Valley Retirement Services in San Jose, Calif. The RIA focuses on retirement services, including fiduciary and investment advisory services, plan administration and consulting, and employee education programs. It was founded in 2010 by Tim Cole and Scott Keswick, who each held a 50% stake in the firm at the time of the sale, according to its latest Form ADV. The firm will add a client base focused on Silicon Valley and Northern California and add to OneDigital's offering for “plan sponsors and participants across the region,” Frank Anzalone, OneDigital's regional senior vice president, financial services We
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APO
Earnings
- 2/9/26 - Beat
APO
Sec Filings
- 2/20/26 - Form 4
- 2/20/26 - Form 4
- 2/20/26 - Form 4
- APO's page on the SEC website