Firm Captures Nominations in Three Categories
Overland Park, KS – June 22, 2022 - OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital ("OneDigital"), focused on corporate retirement plans with over $100 billion in assets under advisement, today announced that it has been named a finalist in WealthManagement.com’s 2022 Industry Awards. OneDigital has been named a finalist in three categories, Innovator of the Year, M&A Leader of the Year, and Vince Morris as Aggregators: CEO of the Year.
The “Wealthies,” WealthManagement.com’s annual awards program honoring the individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients, is back for its eighth installment this September. This year, WealthManagement.com received nearly 1,000 entries from more than 350 companies.
Our culture and vision of changing the retirement and wealth landscape to better serve our clients have led to a fantastic year of growth for OneDigital. In 2022 our AUM topped $100B, which is a significant milestone, in addition to bringing on six new retirement and wealth management firms to our growing organization. I am pleased to be recognized by wealthmanagement.com and the industry at large for the evolution of our firm.
- Vince Morris, President, OneDigital Retirement + Wealth
The record-setting participation in our industry awards this year is a testament to the value firms continue to place in the Wealthies as their best opportunity of the year to enhance their reputation, increase their brand awareness and set their organization apart from the competition.
- William O’Conor, Managing Director of WealthManagement.com
Click here to view the full list of nominees.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and a wholly owned subsidiary of OneDigital.
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