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Integrated Partners affiliate buys firm

April 13th, 2022 | Media

Fairfax, Virginia-based Integrated Financial Partners acquired Wagner Resources Group, an RIA based in McLean, Virginia. View Full InvestmentNews Article >> Integrated Partners, a Boston-based registered investment advisory firm with $7.8 billion in assets, said Tuesday that one of its affiliates, Integrated Financial Partners, had acquired another firm and as a result, almost doubled its assets, […]

Rob Brown Featured in Citywire

April 13th, 2022 | Media

RIAs turn to hedging strategies amid ‘faceplant’-inducing markets View the Full Article >> The stock market of the last 40 years is dead and gone. So says Integrated Partners chief investment officer Rob Brown, who believes the global investment industry today faces truly ‘directional change’ for the first time since World War II, citing ‘a […]

How CPAs And RIAs Excel Together

March 25th, 2022 | Media

MARCH 21, 2022 • RUSS ALAN PRINCE Read Full Article on >> For more than 25 years, Paul Saganey of Integrated Partners has been directing traffic at the intersection of financial planning, wealth management and CPAs. Before founding Integrated, Saganey was a regional vice president for CIGNA Financial Advisors, a company that focused on providing fee-based […]

How CPAs Can Find Their Best FA Match

March 25th, 2022 | Media

View the Full Article on Advisorpedia >> For certified public accountants (CPAs) who are looking to align themselves with a financial advisor, it can feel akin to putting out a dating ad in the newspaper. But a hypothetical dating ad might be a helpful way to think of the process, to an extent. This is […]

Chris Ferretti Featured in Investor’s Business Daily

March 22nd, 2022 | Media

A family tree along with a diagram helps Chris Ferretti, CRPC, make financial plans come to life for his clients. Photos of things his clients enjoy really personalize them and drive home the point. View the Full Article >>   CRPC conferred by College for Financial Planning. The opinions voiced in this material are for […]

Jason Horwitz featured in Investor’s Business Daily

March 15th, 2022 | Media

How To Get Market-Obsessed Clients To Calm Down Financial anxiety can be tough to manage with the volatility in the markets. Jason Horwitz, CFP, puts events into historical context to help keep clients calm via Investor’s Business Daily. View Full Article >>   Content in this material is for general information only and not intended […]

Stephen Carrigg featured in MarketWatch

February 16th, 2022 | Media

Personal loans and taxes: Don’t let this ‘unpleasant surprise’ happen to you if you take out a personal loan With so many forms and things to consider this tax season, consider the following about your personal loan our Director of Investment Analysis Stephen Carrigg, CFP, told MarketWatch. If any of your debt is forgiven, you […]

Rob Sandrew and Ray Lucas featured in Wealth Solutions Report

February 16th, 2022 | Media

Managing Stress for FAs and Clients in Turbulent Market Periods Both advisors and clients can feel tested during times of volatility, but not at Integrated Partners. Our advisors know how to handle it and have gotten their clients prepared for market inevitabilities our Senior VP of Financial Planning Raymond Lucas, CFP, explained to Wealth Solutions […]

Stephen Carrigg Featured in MarketWatch

February 11th, 2022 | Media

Inflation is at a 40-year high. 10 tips from the pros on how to invest and save during times of high inflation Since inflation is at record highs, people’s best bets to make the most of the situation is to put as much as they can into their workplace retirement accounts and to open a […]

Integrated Partners – Best Places to Work for Financial Advisors 2022

February 8th, 2022 | Media

We’re honored to be among InvestmentNews Best Places to Work for Financial Advisors for the third year in a row! View the Full Article >>   Since 1996, Integrated Partners has been giving financial advisors a new option: A home that doesn’t require them to choose between the resources and support they’ll find at a […]