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.
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.
