Old National Renames Wealth Advisory Division
Old National Bancorp (NASDAQ: ONB) has announced the rebranding of its wealth advisory division from Old National Investments to Old National Wealth Advisors (ONWA). The division comprises approximately 125 team members, including over 70 wealth advisors, primarily operating throughout the Midwest and Southeast.
ONWA, backed by LPL Financial, offers comprehensive services including investment management, estate planning, retirement planning, college savings advice, insurance guidance, and tax strategies. The company delivers wealth management through three service models: the Investment Strategies Team, Private Wealth Management, and 1834 for high-net-worth clients.
Old National Bancorp, with $54 billion in assets and $30 billion in assets under management, ranks among the top 30 banking companies in the United States and is the sixth-largest commercial bank headquartered in the Midwest.
Old National Bancorp (NASDAQ: ONB) ha annunciato il rebranding della sua divisione di consulenza patrimoniale, da Old National Investments a Old National Wealth Advisors (ONWA). La divisione comprende circa 125 membri del team, tra cui oltre 70 consulenti patrimoniali, che operano principalmente nel Midwest e nel Sud-est degli Stati Uniti.
ONWA, supportata da LPL Financial, offre servizi completi che includono gestione degli investimenti, pianificazione patrimoniale, pianificazione della pensione, consulenza per il risparmio universitario, guida assicurativa e strategie fiscali. L'azienda fornisce gestione patrimoniale attraverso tre modelli di servizio: il Team delle Strategie di Investimento, la Gestione Patrimoniale Privata e 1834 per clienti ad alto patrimonio netto.
Old National Bancorp, con 54 miliardi di dollari in attivi e 30 miliardi di dollari in attivi gestiti, si colloca tra le prime 30 aziende bancarie negli Stati Uniti ed è la sesta banca commerciale più grande con sede nel Midwest.
Old National Bancorp (NASDAQ: ONB) ha anunciado el cambio de marca de su división de asesoría patrimonial de Old National Investments a Old National Wealth Advisors (ONWA). La división cuenta con aproximadamente 125 miembros del equipo, incluidos más de 70 asesores patrimoniales, que operan principalmente en el Medio Oeste y el Sureste de los Estados Unidos.
ONWA, respaldada por LPL Financial, ofrece servicios integrales que incluyen gestión de inversiones, planificación patrimonial, planificación de jubilación, asesoría para ahorros universitarios, orientación en seguros y estrategias fiscales. La empresa proporciona gestión patrimonial a través de tres modelos de servicio: el Equipo de Estrategias de Inversión, la Gestión Patrimonial Privada y 1834 para clientes de alto patrimonio.
Old National Bancorp, con 54 mil millones de dólares en activos y 30 mil millones de dólares en activos bajo gestión, se encuentra entre las 30 principales empresas bancarias en los Estados Unidos y es el sexto banco comercial más grande con sede en el Medio Oeste.
올드 내셔널 뱅코프 (NASDAQ: ONB)는 자산 관리 부서를 올드 내셔널 인베스트먼트에서 올드 내셔널 웰스 어드바이저스 (ONWA)로 리브랜딩한다고 발표했습니다. 이 부서는 약 125명의 팀원으로 구성되어 있으며, 그 중 70명 이상의 자산 관리사가 주로 중서부와 남동부 지역에서 활동하고 있습니다.
ONWA는 LPL 파이낸셜의 지원을 받아 투자 관리, 자산 계획, 퇴직 계획, 대학 저축 상담, 보험 안내 및 세금 전략을 포함한 종합 서비스를 제공합니다. 이 회사는 투자 전략 팀, 개인 자산 관리 및 고액 자산 고객을 위한 1834라는 세 가지 서비스 모델을 통해 자산 관리를 제공합니다.
올드 내셔널 뱅코프는 540억 달러의 자산과 300억 달러의 운용 자산을 보유하고 있으며, 미국 내 30대 은행 중 하나로, 중서부에 본사를 둔 여섯 번째로 큰 상업은행입니다.
Old National Bancorp (NASDAQ: ONB) a annoncé le changement de marque de sa division de conseil en patrimoine, passant d'Old National Investments à Old National Wealth Advisors (ONWA). La division comprend environ 125 membres d'équipe, dont plus de 70 conseillers en patrimoine, opérant principalement dans le Midwest et le Sud-Est des États-Unis.
ONWA, soutenue par LPL Financial, propose des services complets, notamment la gestion d'investissements, la planification successorale, la planification de la retraite, des conseils sur l'épargne universitaire, des conseils en assurance et des stratégies fiscales. L'entreprise offre une gestion de patrimoine à travers trois modèles de service : l'équipe des stratégies d'investissement, la gestion de patrimoine privé et 1834 pour les clients à haute valeur nette.
Old National Bancorp, avec 54 milliards de dollars d'actifs et 30 milliards de dollars d'actifs sous gestion, se classe parmi les 30 plus grandes entreprises bancaires aux États-Unis et est la sixième plus grande banque commerciale ayant son siège dans le Midwest.
Old National Bancorp (NASDAQ: ONB) hat die Umbenennung seiner Vermögensberatungsabteilung von Old National Investments in Old National Wealth Advisors (ONWA) bekannt gegeben. Die Abteilung besteht aus etwa 125 Teammitgliedern, darunter über 70 Vermögensberater, die hauptsächlich im Mittleren Westen und im Südosten tätig sind.
ONWA, unterstützt von LPL Financial, bietet umfassende Dienstleistungen an, darunter Vermögensverwaltung, Nachlassplanung, Altersvorsorge, Beratung zu College-Ersparnissen, Versicherungsberatung und Steuerstrategien. Das Unternehmen bietet Vermögensverwaltung über drei Service-Modelle an: das Investment Strategies Team, Private Wealth Management und 1834 für wohlhabende Kunden.
Old National Bancorp, mit 54 Milliarden Dollar an Vermögenswerten und 30 Milliarden Dollar an verwaltetem Vermögen, gehört zu den 30 größten Banken in den Vereinigten Staaten und ist die sechstgrößte Geschäftsbank mit Hauptsitz im Mittleren Westen.
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Old National Investments becomes Old National Wealth Advisors
EVANSVILLE, Ind., April 07, 2025 (GLOBE NEWSWIRE) -- Old National Bancorp (“Old National”) has announced its wealth advisory division, Old National Investments, will now be known as Old National Wealth Advisors (“ONWA”) to better reflect the breadth of services its financial professionals provide.
ONWA boasts around 125 team members, including more than 70 wealth advisors that are primarily located in Old National’s banking center footprint throughout the Midwest and Southeast. The professionals at Old National Wealth Advisors are backed by LPL Financial, a leading independent broker/dealer and registered investment advisor.
ONWA’s slate of services includes:
- Investment strategies and management
- Estate planning and advice
- Financial and retirement planning
- College saving options and advice
- Insurance options and guidance
- Tax planning and strategies
“When Old National Investments first debuted in the early 1990s, the intent was to complement our traditional banking services with a resource that provides investment advice and strategies,” said Chady AlAhmar1, CEO, Old National Wealth Management. “However, they have outgrown the Investments name as these advisors provide robust financial services that stretch far beyond stocks and bonds. This name change is simple but effective in illustrating that the professionals at Old National Wealth Advisors provide integrated services and holistic advice that help clients manage their wealth at each stage of life.”
Old National delivers its wealth management services and advice through one of three service models based on the client’s needs. Two of those service models are backed by ONWA.
- The Investment Strategies Team of ONWA: Designed for clients focused on short- and/or long-term investing, saving, and planning for their financial future; or for clients who desire a self-service approach to online investing.
- Private Wealth Management through ONWA: Designed for clients who are planning for retirement, growing assets and/or planning for other major life events. Within Private Wealth Management, the client has two dedicated resources: a Wealth Advisor from Old National Wealth Advisors,2 and a Private Banker from Old National Private Banking.3
- 1834, a division of Old National Bank: Designed for higher-net-worth clients with diverse and complex financial priorities; those with a need for robust asset management who are focused on preserving and building wealth. 1834 also provides institutional services for businesses and nonprofit organizations, including investment management, philanthropy and endowment services, corporate trust services and retirement plan services.
For additional information on Old National’s wealth management service models, visit oldnational.com/wealth.
ABOUT OLD NATIONAL
Old National Bancorp (NASDAQ: ONB) is the holding company of Old National Bank. As the sixth largest commercial bank headquartered in the Midwest, Old National proudly serves clients primarily in the Midwest and Southeast. With approximately
1Old National Wealth Management and Chady AlAhmar are not affiliated with LPL Financial.
2Old National Wealth Advisors: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Wealth Advisors, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank, Old National Private Banking or Old National Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
Old National Bank provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Old National Bank is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
3Old National Private Banking: Credit products offered by Old National Bank and subject to normal credit approval. Deposit products are offered by Old National Bank. Equal Housing Lender. Member FDIC. Old National Bank is not responsible for and does not guarantee the products, services, or performance of Old National Wealth Advisors nor 1834.
Investor Relations:
Lynell Durchholz
(812) 464-1366
lynell.durchholz@oldnational.com
Media Relations:
Rick Vach
(904) 535-9489
rick.vach@oldnational.com
FAQ
What services does Old National Wealth Advisors (ONWA) offer after the rebranding?
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What are the three wealth management service models offered by Old National (ONB)?
How many wealth advisors does Old National Wealth Advisors (ONWA) employ?
