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.