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.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.