OneDigital Investment Advisors, the Atlanta-based registered investment advisory subsidiary of insurance and consulting firm OneDigital, has acquired the assets of Gouldin & McCarthy, a financial planning and retirement plan consulting firm based in Basking Ridge, New Jersey.
The Gouldin & McCarthy team brings 30 plans and 4,300 participants to OneDigital, along with $314.5 million in advisory assets and $91.9 million in brokerage assets.
The firm’s entire team has joined OneDigital, which now advises on $81 billion for more than one million plan participants.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
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UBS has a history of costly litigation stemming from the sale of volatile investment products.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
