OneDigital Scoops Up $45 Billion RIA | Barron's
"OneDigital helps companies provide their employees with health insurance. Now it will be able to help them offer retirement plans too, thanks to its just-announced acquisition of Resources Investment Advisors."

Week’s Best: Wells Fargo’s Wealth Challenges | Barron's
"OneDigital jumps into retirement planning. OneDigital helps companies provide health benefits to their workers. Now that it has acquired Resources Investment Advisors, an RIA with $45 billion in AUM, OneDigital also will be able to assist corporate clients in offering their employees retirement plans."

OneDigital Buys $45 Billion RIA Resources | InvestmentNews
"It had to be the Goldilocks story. This company was just the right size, with just the right vision." - Vince Morris, President, Resources

"One of the country’s biggest insurance brokers is expanding into the retirement plan market with one of the first major deal announcements of the year."

"In a megadeal sure to change the retirement plan industry, OneDigital, a national benefits broker, acquired Resources Investment Advisors and 13 related practices."

Retirement Plan Adviser M&A Stays Hot With OneDigital Deal for Resources | InvestmentNews
"Employers have been asking for the integration of health and retirement for years. But the industry has been given a pass. We will need to step up and deliver integrated services, which requires technology, people and capital." - Mike Sullivan, Co-founder and Chief Growth Officer, OneDigital

Benefits Broker OneDigital Buys a $45B RIA | ThinkAdvisor
"The combined entity will offer retirement, health care, insurance and other services to small and midsize firms."

“We are going to be different than the traditional benefits consulting firms that offer 401(k) plans: In adding Resources, we’re building an integrated approach to well-being, integrating healthcare and retirement planning so that employers can better support individuals and families.” - Mike Sullivan, Co-founder and Chief Growth Officer, OneDigital

Benefits Broker to Acquire $45 Billion Super OSJ/RIA | WealthManagement.com
"OneDigital's acquisition of Resources Investment Advisors brings health and wealth under one roof."

"This move creates less competition between insurance and retirement economics." - Mike Sullivan, Co-founder and Chief Growth Officer, OneDigital

OneDigital Buys Several Retirement Plan Adviser Firms | Pensions&Invesments
"OneDigital is the latest insurance brokerage firm to move aggressively into the retirement plan advisory market. OneDigital differs from other insurance brokerage firms buying retirement plan advisory firms, by focusing only on health and employee-related benefits, and not on property and casualty insurance."

Insurance Broker Takes Big Leap Into Retirement Plans | Pensions&Invesments
"The acquisitions bring together some of the largest retirement adviser firms in the country, giving OneDigital the retirement expertise it is looking to offer clients."

"The market is asking for a more holistic and more integrated approach to health insurance and retirement. We're making a significant move into the retirement space because our employers are asking for it." - Mike Sullivan, Co-founder and Chief Growth Officer, OneDigital

OneDigital Acquires Resources Investment Advisors | NAPA
"In an industry focused increasingly on the intersection of health and wealth, a new industry consolidation is designed to do just that."

"The move not only expands its product set and footprint, Morris emphasizes that it will provide access to growth capital, enabling the firm to continue to grow via M&A. The combination–Morris describes it as a 'convergence'–brings together the health benefits offerings and expertise of OneDigital and the retirement services expertise and tools of Retirement Investment Advisors in a new vertical for OneDigital."

Benefits Broker OneDigital Buys a $45B RIA | BenefitsPRO
"According to Resources President Vincent Morris, the Overland, Kansas-based RIA has been looking ‘to partner with a company that would help us expand upon the solutions we offer … and provide access to growth capital, enabling us to offer both an affiliation and acquisition option to firms looking to join our platform.’"

OneDigital Acquires Resources Investment Advisors in Latest M&A Transaction | Planadviser
"Health care planning meets retirement investing in the latest significant acquisition to hit the registered investment adviser community—the purchase of Resources Investment Advisors by OneDigital."

"Employers want to address their health care benefits and retirement benefits in a holistic conversation with an advisory team that knows both sides of the equation. It’s a kind of accident of the industry that health care advisers and wealth/retirement advisers have existed in separate silos. In our experience, that is not the preference of employers. Like us, they want to see the wall between health and wealth planning come down.” - Mike Sullivan, Co-founder and Chief Growth Officer, OneDigital

There Were 13 RIA Transactions in January Totaling $18.9 Billion | Planadviser
“Earlier this month, the national health care and insurance benefits provider OneDigital announced it had acquired Resources Investment Advisors LLC (Resources), an advisory network headquartered in Overland Park, Kansas.”

OneDigital Buys 401k Firm Aggregator Resources Investment Advisors | 401kSpecialist
"The deal includes a number of well-known advisors and advisory practices. The acquisition is OneDigital’s first foray into the retirement and wealth management space, which had until now focused mainly on providing health insurance benefits to employers."

"Vince and Resources will now run this bigger and growing business. Deals like this are not only a wonderful opportunity to monetize the advisor’s practice, but it’s almost the next career step to be able to build something bigger, different and special." - Dick Darian, CEO of M&A consulting firm Wise Rhino Group, adviser to OneDigital and Resources in the transaction

OneDigital Buys $45bn 401k Management Firm | Citywire
"The Atlanta-based benefits broker is making a splash in the 401k management space with a 13-deal transaction."

"From our first conversation with OneDigital, it was apparent that in addition to their benefits expertise and well-established national scale, their corporate culture, growth strategy and convergence of health, wealth and retirement benefits gave us the best path forward to continue our superior growth and provide our clients with the optimal holistic solutions." - Vince Morris, President, Resources

OneDigital Buys $45B RIA in Wealth, Health, Retirement Solutions Deal | Financial Advisor IQ
"We are going to be different than the traditional benefits consulting firms that offer 401k plans: in adding Resources, we’re building an integrated approach to wellbeing, integrating healthcare and retirement planning so that employers can better support individuals and families. By bringing economic balance to our offering, insurance and retirement economics are not competing with each other in the future." - Mike Sullivan, Co-founder and Chief Growth Officer, OneDigital