Making a difference

In March 2022, World acquired 35-year-old financial advisory firm Pensionmark. Pensionmark is a network of top financial advisors with an industry-leading centralized advisor support platform leveraging some of the best people and technology in the industry. The new Pensionmark/World partnership combines Pensionmark’s platform with World’s aggressive transaction offerings. In addition to traditional asset and equity models, World can offer a myriad of flexible deal structures that allow advisors to transact while maintaining their 1099 status and ownership of their businesses.