RIA with $950M AUM to join Pensionmark amid wealth management growth
World Insurance Associates' retirement specialists unit is growing its national footprint and wealth management focus.
A registered investment advisor firm in the Midwest is being acquired by Pensionmark, the retirement specialists business of World Insurance Associates.
The firm, Financial Solutions, was founded 30 years ago and has assets under management of approximately $950 million. It will join the World fi
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