Jan 14, 2026 9:00 AM Eastern Standard Time| Via Businesswire.com Kansas firm chooses Integrated for ultra-high-net-worth support, advanced planning resources and CPA Alliance to serve increasingly complex clients BOSTON–(BUSINESS WIRE)–Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), announced that […]
Jan 7, 2026 9:08 AM Eastern Standard Time | Via Businesswire.com $233M advisory firm joins Integrated to scale high-net-worth capabilities through CPA Alliance and leverage collaborative infrastructure to support long-term growth BOSTON–(BUSINESS WIRE)–Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement […]
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