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

Vince Morris is the President of Retirement | Wealth at OneDigital

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9/27/2021 - 57 minutes


Episode Summary

My guest today is 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 we discuss 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 OneDigital's acquisition of Resources in 2019 and 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 You'll Learn

  • What launched his team into the aggregator space.
  • The state of retirement industry trends.
  • What advisors should look for when considering an M&A partner.
  • The importance of finding the right talent for your team.
  • How COVID accelerated their growth and 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.
  • The convergence of health, wealth and retirement.
  • How managed account are enhancing the participant experience.


Links to Resources


Ideas Worth Sharing

  1. “My super power is finding great talent and surrounding myself with great talent.” - Vince Morris
  2. “We have a very clear vision of how we market, what our strategy is and what our culture is and believe that top talent, mixed with or integrated with technology, over the long run, wins the game.” - Vince Morris
  3. “When we think about retirement it’s not just retirement, it’s really about financial independence at all points of their life.” - Vince Morris