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Alliance Talks: Client Experience Excellence with Integrated Family Office

December 22nd, 2022 | Media

Jenn Rapoza, Director of Client Experience shares her passion for serving clients holistically at Integrated Family Office.   Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not […]

Hybrid RIA of the Year Award Winner

December 13th, 2022 | Media

Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions NEW YORK, Dec. 6, 2022 /PRNewswire/ — Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today named the winners […]

Peter Salkins Quoted in InvestmentNews

December 6th, 2022 | Media

Don’t give up on charitable giving just yet December 5, 2022 | By Gregg Greenberg Read the Full InvestmentNews Article >> A bear market and inflationary pressures may have many Americans feeling less wealthy lately, but not necessarily less generous. “For clients that are over the age of 70.5, a qualified charitable distribution from an […]

Paul Saganey Quoted in Financial Planning

November 29th, 2022 | Media

Our Founder & President Paul Saganey knows just how valuable converting a traditional individual retirement account or employer-sponsored 401(k) plan to a tax-free Roth IRA can be. He notes investors should be aware that, “Roth conversions right now are on sale.” Via Lynnley Browning, Financial Planning Year-end tax strategies acquire a twist By  Lynnley Browning View […]

Accountants and financial advisors can partner for success | AccountingToday

November 15th, 2022 | Media

By  Paul Saganey | November 03, 2022, 10:42 a.m. EDT Read the Full Article >> A lot of industry pundits like to talk about “sitting on the same side of the table” as the client. When it comes to a great CPA-advisor partnership, I prefer to imagine the client at the center of the table flanked […]

New Book Explores “Optimizing the Financial Lives of Clients” | CPA Practice Advisor

November 8th, 2022 | Media

Optimizing the Financial Lives of Clients by Russ Alan Prince (Author), Homer S. Smith IV CFP CRPC BFA CBEC (Author), Paul A. Saganey CFP (Author)  

Four Steps to Building an Elite Practice | Advisor Perspectives

November 1st, 2022 | Media

Four Steps to Building an Elite Practice by Paul Saganey, 10/31/22 Read the Full Article >> What does the success of your CPA practice have to do with Nike and Adidas? What does it have to do with Jesse Owens and Michael Jordan? The answer: everything. For nearly six decades, Nike and Adidas have vied […]

Steve Kolano Quoted in MarketWatch

September 22nd, 2022 | Media

Europe’s Move to Shore Up Its Gas Supply Helped Ease Prices. That Could Provide an Opportunity for Investors. View Full Article >> Expectations for global demand destruction have also contributed to the price pullback. Recent inflation readings in the U.S., Europe, and the United Kingdom increase the likelihood of continued central bank interest-rate hikes, says […]

How to Differentiate Family Office Services | Advisor Perspectives

September 13th, 2022 | Media

by Stephen Kolano, September 6, 2022 Read the Full Article >> Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. There’s a saying within the wealth management industry – “If you’ve seen a family office, you’ve seen a family office.” If you are a client of a […]

Chief Legal Officer John Cataldo Quoted in Financial Planning

September 6th, 2022 | Media

5 tips to strip stress out of your next SEC, FINRA or state regulatory audit By Justin L. Mack August 30, 2022 1:13 PM   Understand the why In addition to making sure your firm can properly accommodate regulators, Integrated Financial Partners’ Chief Legal Officer John Cataldo said the initial communication is a great opportunity to figure out […]