OneDigital Investment Advisors, the registered investment advisory arm of Atlanta-based insurance broker OneDigital, has acquired the assets of HM Capital Management, a St. Louis-based RIA advising on $5.5 billion in assets under advisement.
HM Capital serves roughly 100 wealth management clients and 45 institutional consulting clients, OneDigital said in a release.
HM Capital is the second wealth management firm to join OneDigital this year, and the sixth acquisition announced in 2022.
As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.
Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.
Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.
“It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.
Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
