Ep #23: The Convergence of Health, Wealth and Retirement with Vince Morris

Show Notes

Vince Morris is the President of OneDigital's retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. Vince is a rock-star within the industry, providing key insights and guidance as OneDigital supports holistic workforce strategy conversations surrounding the convergence of health, wealth, and retirement. Today he joins the show to have a conversation about the state of retirement industry trends and what advisors should look for when considering an M&A partner.

Listen in as the origins of resources investment advisors as part of the Bukaty Companies and how they got into the aggregator business. You will learn about the M&A tear he and the OneDigital team have been on over the past 12 to 18 months, the importance of partnering with the right record keepers, and how managed accounts are enhancing the overall retirement experience for employees.

What is The Fiduciary U™ Podcast?

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.

Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.