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.
Pew survey reveals slight majority consensus on tax rates, but views splinter based on political alignment and income levels.
While the Federal Reserve's decision to hold interest rates steady in March was widely expected, it's the reactions from financial professionals that provide a more nuanced picture of the central bank's approach.
The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.
The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.
The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies