World Investments has picked up an independent advisory practice that was previously part of the Osaic network of firms, adding approximately $190 million AUM and marking its 11th expansion since October 2023.
Freeman & Vannauker LLC, based in Freehold, New Jersey, and run by partners Brian Freeman and Mark Vannauker, is moving its RIA and broker-dealer accounts to World Investments, part of World Investments Advisors, formerly TFS Securities until it rebranded last summer along with Pensionmark.
“We are thrilled to have the Freeman & Vannauker team become part of the World community,” said Troy Hammond, CEO of World Investment Advisors. “They are an impressive group of advisors, and their addition to World not only continues our recruiting momentum but serves to expand our footprint in the New York City metro area. We look forward to the advantages our partnership will bring all our clients.”
Its not the first time the two firms have been aligned, as FV was previously affiliated with TFS Securities.
“I could not be happier to welcome back Brian and Mark,” said Tom Hyland, President of World Investments. “Their decision to partner with World Investments is undoubtedly a strong validation of the support our family of companies can offer to strong, growth-minded advisor businesses looking to enhance the level of service they provide clients.”
For FV’s eponymous partners, the decision to join World Investments was driven by a desire to streamline their operations and offer a broader suite of products and services. The advisory business entered into a new custodial partnership with Raymond James last year.
“Our ethos aligns with theirs, as does our long-term growth strategy. We are excited about the future and what this new partnership means for our clients and partners,” they said.
The FV team includes financial advisor Frank Baird, CFP, and office manager Ruta Didzbalis.
Frank Bisignano adds oversight of the child savings program as advisors weigh its place in family financial plans.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
