OneDigital Investment Advisors, an Atlanta-based registered investment adviser and a wholly owned subsidiary of insurance broker OneDigital, has acquired Praxis Consulting, a Sacramento, California-based retirement plan consulting firm that manages $350 million in assets, including $240 million in plan assets.
Praxis principal Mark Ray will become a senior vice president at OneDigital Investment Advisors and continue overseeing Praxis’ plan assets and $110 million in personal advisory assets.
Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.
With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW support.
“I’m seeing more disputes like this between advisors and other advisors at the same practice,” said one industry executive.
Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.
A single fintech partner triggered a $68.8M credit hit.
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