Industry

StoneStreet is the latest addition to OneDigital’s growing institutional retirement and wealth management divisions.

Dooley launched the SPAC in 2021, with the goal of acquiring wealth management firms. It now plans to take Unifund, a consumer debt servicer, public in a $238 million deal.

A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.

The firm's 11,000 advisors will become part of the newly branded entity — Osaic — over the next 18 to 24 months.

Integrated is launching the new insurance business largely due to upcoming changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.

Fresh off its SEC registration approval, Ategenos, launched by former Brinker Capital executives in May, has also gone live with its new discretionary investment management portfolios.

Sykon represents the fourth team to join tru Independence in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023.