Pensionmark and Vestmark Announce Strategic Partnership to Help Shape the Future of Wealth Management
March 21, 2024 06:00 ET
|
Pensionmark A World Company
SANTA BARBARA, CA, March 21, 2024 (GLOBE NEWSWIRE) -- Pensionmark Financial Group, a leading financial advisory firm and the financial services division of World Insurance Associates LLC, announced...
Financial Solutions Joins Pensionmark as a World Insurance Associates LLC Company
August 29, 2023 09:32 ET
|
Pensionmark A World Company
SANTA BARBARA, CA, Aug. 29, 2023 (GLOBE NEWSWIRE) -- World Insurance Associates, LLC (World) announced today that it has entered into an agreement to purchase Financial Solutions, an independent...
TFS Wealth Management Joins Pensionmark as a World Insurance Associates LLC Company
August 23, 2023 11:15 ET
|
Pensionmark A World Company
SANTA BARBARA, CA, Aug. 23, 2023 (GLOBE NEWSWIRE) -- World Insurance Associates, LLC (World) announced today that it has entered into an agreement to purchase Tomorrow’s Financial Services, Inc....
JONATHAN CURLEY JOINS PENSIONMARK FINANCIAL GROUP AS GLOBAL HEAD OF COMPLIANCE
May 01, 2023 09:12 ET
|
Pensionmark A World Company
SANTA BARBARA, CA, May 01, 2023 (GLOBE NEWSWIRE) -- Pensionmark, A World Company, the financial services division of leading insurance services organization World Insurance Associates, announced...
PENSIONMARK, A WORLD COMPANY, ENHANCES CROSS-SELL INITIATIVES WITH XPONENTIAL GROWTH SOLUTIONS ACQUISITION
April 21, 2023 10:07 ET
|
Pensionmark A World Company
SANTA BARBARA, CA, April 21, 2023 (GLOBE NEWSWIRE) -- Financial advisory firm Pensionmark, a World Insurance Associates LLC company, announced today that it has acquired Xponential Growth Solutions...
FORMER ENVESTNET LEADER NEEL RAY JOINS PENSIONMARK, A WORLD COMPANY, AS HEAD OF M&A
April 04, 2023 08:24 ET
|
Pensionmark A World Company
SANTA BARBARA, CA, April 04, 2023 (GLOBE NEWSWIRE) -- Pensionmark, a World Insurance Associates LLC (World) company, announced today that Envestnet’s former head of corporate development, Neel Ray,...