#United States #Santa Barbara #technology strategy #World Investment Advisors #Bill Altman

World Investment Advisors Welcomes Bill Altman as Head of Technology Strategy

In a significant development within the financial advisory industry, World Investment Advisors, LLC, commonly referred to as World, has announced the appointment of Bill Altman as its new Head of Technology Strategy. This strategic move is poised to bolster the firm’s commitment to harnessing innovative technology solutions tailored for financial advisors and their clients.

A Visionary Leader in Technology

Bill Altman comes to World with over two decades of exemplary experience in senior IT leadership, primarily within wealth management, digital media, and broadcasting sectors. His most recent role was as Executive Director at Hightower Advisors, where he successfully managed Salesforce development and facilitated crucial enterprise platform integrations for over 120 Registered Investment Advisor (RIA) offices across the country. Prior to that, he held senior leadership positions at prominent organizations including GiveCentral.org, Graham Media Group, and Fox Television Stations.

Troy Hammond, the CEO of World Investment Advisors, expressed confidence in Altman’s appointment, stating, "Technology has become central to the wealth management experience, shaping how advisors deliver personalized, exceptional services to their clients. Bill's proven leadership and vision will ensure we continue to innovate, giving our advisors the capabilities they need to grow their practices while delivering lasting value to clients."

Elevating Client Relationships

In his new position, Altman will spearhead the design and implementation of the enterprise technology roadmap at World. His focus will be on deploying innovative solutions that not only enhance efficiency but also deepen the relationship between advisors and their clients. Near-term priorities include integrating next-generation tools into the advisor ecosystem, enhancing data-driven insights, and scaling the firm’s digital infrastructure to support sustainable growth.

Altman's forward-thinking approach is expected to significantly enhance the overall experience for advisors and their clients alike. He articulated his enthusiasm about joining World at this pivotal moment, acknowledging the firm’s impressive trajectory, which he attributes to its dedication to empowering advisors with industry-leading solutions across every facet of the business.

The Road Ahead

As he embarks on this new chapter, Altman is determined to build on the existing foundation by delivering innovative tools, platforms, and insights that empower advisors to cultivate their practices and serve clients at the highest level. His vision encompasses not only a robust technology framework but also a commitment to fostering a culture of innovation within the firm.

"I look forward to building on that foundation by delivering innovative tools, platforms, and insights that help advisors grow stronger practices and better serve clients," Altman shared. This bold mission aligns seamlessly with World Investment Advisors' overarching goal of providing exceptional advisory services tailored to meet the evolving needs of its clientele.

About World Investment Advisors

World Investment Advisors, previously known as Pensionmark Financial Group, operates as a cohesive network of over 630 advisors and staff spread across more than 100 locations in the U.S. With a diverse portfolio serving thousands of retirement plan and wealth management clients, the firm specializes in various domains, including wealth management, defined contribution, defined benefit, terminal funding, nonprofit, and executive/deferred compensation services. To learn more about their offerings, visit www.worldadvisors.com.

In conclusion, Bill Altman’s integration into World Investment Advisors as the Head of Technology Strategy signifies a forward-looking approach as the firm aims to redefine the landscape of wealth management through innovative technology solutions that enhance advisor-client interactions.

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