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Affiliated Advisors Named a Finalist in the 2023 WealthManagement.com Industry Awards - Vimarsana News

Affiliated Advisors Named a Finalist in the 2023 WealthManagement.com Industry Awards

New York, NY (PRWEB) June 06, 2023 -- Affiliated Advisors, a leading advisor service and support platform, announced today that the firm has been recognized

Source: prweb.com
World Insurance to acquire Pensionmark Financial - Vimarsana News

World Insurance to acquire Pensionmark Financial

World Insurance Associates agreed to acquire Pensionmark Financial, an RIA in Santa Barbara, California, with more than $80 billion in assets

World Insurance Associates acquires retirement consulting firm - Vimarsana News

World Insurance Associates acquires retirement consulting firm

World Insurance Associates' latest acquisition adds Pensionmark Financial Group, a consulting firm for the retirement planning industry.

Source: njbiz.com