OneDigital Investment Advisors, the registered investment advisory arm of Atlanta-based insurance broker and financial services firm OneDigital, has acquired the assets of Generations Wealth Planning, a Sarasota, Florida-based firm managing $170 million.
Terms of the acquisition were not disclosed.
Generations Wealth Planning is led by Rob and Kevin Lyons, a father-son duo, and serves more than 200 clients.
The deal "significantly extends OneDigital’s growing wealth division," the company said in a statement, noting that the Generations Wealth acquisition was its third purchase of a wealth management firm this year.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
