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. This year, WealthManagement.com received nearly 1,000 entries from more than 350 companies, and honored the award recipients at a September Event.
OneDigital’s President of Retirement + Wealth, Vince Morris, was interviewed at the event, stating,
We believe in a holistic approach to solving the American family’s problems at the kitchen table. Everything we do from a leadership standpoint is to determine how to drive those with wealth to a financial advisor and create financial wellness and stability through the workplace so that everyone can participate in achieving financial independence.
Watch the interview here:
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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