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.
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
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
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
