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Media Coverage Highlights

Integrated Partners Awarded Fastest-Growing IRA in Massachusetts

January 7th, 2021 | Media Coverage Highlights

Integrated Partners Poised for Record 2021 Growth Surge; Bids Early Farewell to 2020

January 7th, 2021 | Media Coverage Highlights

Integrated Appoints Matt Ackermann to Chief Content Officer Role

October 21st, 2020 | Media Coverage Highlights

The longtime financial media creative guru transitions to an in-house marketing role after two decades at Financial Planning Magazine and InvestmentNews. Originally on Globe Newswire: Integrated Appoints Matt Ackermann to Chief Content Officer Role

Integrated Partners Designated by the Massachusetts Society of CPAs as a Corporate Partner in Financial Services

November 20th, 2019 | Media Coverage Highlights

Integrated Partners Designated by the Massachusetts Society of CPAs as a Corporate Partner in Financial Services Source: Integrated Partners Designated by the Massachusetts Society of CPAs as a Corporate Partner in Financial Services

$6bn hybrid adds $200m Ameriprise duo | Citywire

November 13th, 2019 | Media Coverage Highlights

Homer Smith and Dave Stuehling have joined Integrated Partners. Source: $6bn hybrid adds $200m Ameriprise duo | Citywire

$160 Million AUM Lake Avenue Financial Joins Integrated Partners | Wealth Management

October 2nd, 2019 | Media Coverage Highlights

Lake Avenue Financial’s CEO Alex Chalekian will also become Integrated Partner’s Head of Practice Acquisitions, focusing on inorganic growth and internal succession planning. Source: $160 Million AUM Lake Avenue Financial Joins Integrated Partners | Wealth Management

Mohr Financial Group Joins Integrated Platform With $430M In AUM

July 24th, 2019 | Media Coverage Highlights

The father-and-son team is the 40th firm from Southern California to join Integrated. Source: Mohr Financial Group Joins Integrated Platform With $430M In AUM

The movement to independence

June 10th, 2019 | Media Coverage Highlights

The value you provide for planning and wealth management

June 2nd, 2019 | Media Coverage Highlights

Integrated’s Paul Saganey discusses the future of fees for planning versus wealth managing. Source: Integrated Partners Annual Meeting – The value you provide for planning and wealth management

Integrated Financial Partners Identified as a 2019 Best Place to Work for Financial Advisers, by InvestmentNews

April 16th, 2019 | Media Coverage Highlights

BOSTON (PRWEB) April 16, 2019 Integrated Financial Partners, a national financial planning and registered investment advisory firm, is proud to announce that it has been recognized as a 2019 recipient of the prestigious “Best Places to Work for Financial Advisers” honor, an accolade bestowed upon seventy-five financial advisory firms annually by InvestmentNews. A perennial recipient […]