World Investment Advisors Acquires Boston Harbor Wealth Advisors
$3.5 billion firm joins World (formerly Pensionmark) to expand its growth strategy and enhance its offering to advisers and clients.
Tag: Pensionmark
Pensionmark is Now World Investment Advisors
The rebrand of the retirement plan and wealth advisory division is meant to strengthen alignment with parent company World Insurance...
From In-House Referrals to Cold Calls: Strategies for Client Attraction
Experts discuss how they create strategies to attract new clients.
Advisory M&A
Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
Goldman, Charlesbank to Invest in Pensionmark Parent World Insurance
The combined Goldman capital infusion would add up to $1 billion, fueling growth plans for areas such as retirement and...
Pensionmark Creates New Chief Investment Officer Role, Appoints Garrison
Nate Garrison will lead all of Pensionmark’s financial services companies in their investment strategy.
Pensionmark CEO Says Firm Moving to 50/50 Retirement, Wealth Split by Summer
About one year after being acquired by World Insurance, Pensionmark discusses robust pipeline of wealth adviser transactions ahead.
Pensionmark Appoints New M&A Head to Push Growth
Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...