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A Bold Goal to Provide Access to Financial Advice to Millions

OneDigital Leadership on Bridging the Gap Between Retirement and Wealth

According to the 2021 Voice of the American Worker Survey, a striking 56% of workers are interested in access to a financial professional through their employer. What's more, is that 68% wish their employer recommended financial strategies based on their individual income and financial goals.

It is a well-known reality that many Americans struggle with financial issues, frequently bringing the stress associated with those challenges to work. Employers have a tremendous opportunity to empower all employees to live their best lives while also generating revenue for the company with financially stable individuals staying healthier and more productive.

At OneDigital’s recent Summit22, Retirement and Wealth leaders Vince Morris and Saumen Chattopadhyay spoke to 1,000+ workforce experts on the company’s bold goal to increase access to personalized financial advice for all employees while also providing sophisticated wealth management services to a huge market of affluent individuals and families, and younger generations set to inherit trillions of dollars in the coming years.

I believe there is a transition happening in wealth management which is called great transfer of wealth, and its happening across all generations from the baby boomers to Gen Z. This is a $70 trillion dollar opportunity. With these funds going from baby boomers all the way to Gen Z, the definition of retirement and wealth and how people think is going to be completely changed. It is not the old days of financial advisors - it is bringing the digital innovation and the way people seek seamless, customized personal experience to the forefront.
Saumen Chattopadhyay, CFA®, CPA, Chief Investment Officer, OneDigital Retirement + Wealth

To learn more about OneDigital’s investments in people, products and technology, visit Bold Studio.