Vince Morris is the President of OneDigital’s retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He provides key insights and guidance as OneDigital supports holistic workforce strategy conversations surrounding the convergence of health, wealth and retirement.
With Vince’s leadership, OneDigital strategic consultants and advisors offer employers of all sizes financial benefits strategies including retirement plan consulting and administration, financial wellness solutions, and nonqualified deferred compensation strategies, to meet the changing needs of today’s employer.
Since 1993, Vince has been committed to helping as many people to and through retirement as possible. As the founder and president of a retirement and wealth practice in Kansas, Vince saw the opportunity to work with like-minded firms around the country and built a nationally recognized registered investment advisor with a group of industry-leading financial professionals.
Vince is a recognized leader in the DC marketplace and understands the industry from all angles. He has served in several leadership roles, including several National Association of Plan Advisor (NAPA) Committees, Retirement Advisor Council and The Retirement University for Advisors. He has also earned Plan Sponsor Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designations and holds a degree in economics from the University of Kansas.
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What You’ll Learn in This Episode
- How Vince got into the retirement industry
- About OneDigital
- What prompted the Truist deal
- How the acquisition of Truist will change OneDigital’s business
- Opportunities the Truist acquisition will provide
- OneDigital’s goal for the retirement business in 2021
- What OneDigital looks for in an acquisition partner
- What’s next for OneDigital
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