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.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
