Source: Benzinga

World Insurance: World Investment Advisors Announces New Custodial Relationship with Raymond James

New partnership establishes unique offering to the RIA market and further establishes World as an ideal destination for top-performing advisorsSANTA BARBARA, Calif., Oct. 17, 2024 /PRNewswire/ -- World Investment Advisors (World or the firm), a leading financial advisory firm and division of World Insurance Associates LLC, announced today its new custodial relationship with Raymond James Financial Inc. (RJ), a strategic step in World's ongoing evolution to establish itself as the destination of choice for top-performing independent financial advisors and wealth management practices.The partnership between the two firms comes approximately two months after World acquired Boston Harbor Wealth Advisors, a $3.5 billion firm and an RJ partner for almost ten years."We are excited about our new relationship with Raymond James and the additional resources it allows us to bring our advisors," said Troy Hammond, CEO of World Investment Advisors. "We are focused on enabling advisors to manage their businesses their way, optimize operations, and recapture time spent on tasks they can delegate to us, ultimately allowing them to spend more time growing assets and building personalized ...Full story available on Benzinga.com

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Est. Annual Revenue
$500M-1.0B
Est. Employees
1.0-5.0K
Rich Eknoian's photo - Co-Founder & CEO of World Insurance

Co-Founder & CEO

Rich Eknoian

CEO Approval Rating

87/100

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