OneDigital, an Atlanta-based insurance broker, and Ascensus, a Dresher, Pennsylvania-based record keeper, have created a wealth management and wellness package for small retirement plans.
Called the OneDigital Complete Retirement Solution, the package gives employees access to personalized investment strategies and savings recommendations, as well as a wellness solution, and 3(38) fiduciary coverage for plan sponsors that's provided by OneDigital.
The Ascensus open architecture platform allowed OneDigital to deliver its solutions in a way that is customized at the plan level and personalized at the participant level in a highly integrated way, Vince Morris, president of OneDigital Retirement + Wealth, said in a release.
With growth topping succession as the leading M&A driver, referral programs are a top of mind consideration for advisory firms making moves as Goldman Sachs, Pershing and Robinhood consider entering the referral market.
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership.
The rush of SEC applications, which also includes JPMorgan and Schwab, reflect growing optimism over the tax-busting fund structure.
The half-dozen teams who joined the hybrid RIA in the early innings of 2025 have lifted it past a key asset milestone.
Meanwhile, GPB senior executives' sentencing for fraud pushed to May.
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.
