The new WFY Wealth Management emerged after discussions between WFY managing partner Jeff Myers, Integrated Partners president Paul Saganey, and Brad Tedrick, who will lead WFY Wealth Management. Joining him will be another certified financial planner, Luke Schork. “As the demand for comprehensive wealth and tax services continues to rise, WFY Wealth Management is poised […]
Full Article on BusinessWire >> Industry powerhouses partner to offer investors an amalgamation of wealth services aimed at enhancing and guiding their financial lives November 30, 2023 09:08 AM Eastern Standard Time LONG BEACH, Calif.–(BUSINESS WIRE)–Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 billion in advisory […]
October 12, 2023 • By Dan Burrows View the Full Article >> Headline inflation rose by more than economists were expecting last month, the September Consumer Price Index (CPI) showed Thursday, supporting the view that higher for longer interest rates will be necessary to bring inflation down to the Federal Reserve’s long-term target. Consumer prices rose […]
October 9, 2023 • By Jeff Benjamin View the Full Article >> As Israel goes on the offensive against the Gaza-based militant group Hamas in a fast-escalating conflict, the financial markets opened Monday with a relative sense of calm. While oil and gold prices were predictably up slightly in midday trading, the equity markets had recovered opening losses to reach a […]
October 2, 2023 • By Russ Alan Prince View the Full Article >> The family office model has become well-recognized by wealthy individuals and families as the preferred way to address their financial lives. In a 2018 study of 264 wealthy individuals, nearly three-quarters reported wanting the same advantages single-family offices can provide the super-rich. […]
September 15, 2023 • By Barron’s View the Full List >> Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a comprehensive survey about their practice. We verify that data and apply […]
September 15, 2023 • By WealthManagement.com View the Full List >> Andree Mohr recognized as a Rising Star of the Year Honoree at the 2023 Wealthies Awards. Andree Mohr supports growth at Integrated Partners on a day-to-day basis, working as the liaison between Integrated and their custodial partners. She manages the onboarding and transition processes for […]
September 01, 2023 • By Dan Burrows View the Full Article >> A third straight month of slower jobs growth and an uptick in the unemployment rate keeps the Fed on track to leave interest rates unchanged. The August jobs report exceeded economists’ expectations but a third straight month of more modest hiring and an uptick in […]
August 22, 2023 • By Robert Sandrew View the Full Article >> M&A in the wealth management industry is proving resilient, with deal volume for the first quarter of 2023 increasing for the first time since late 2021, according to Echelon Partners. Driven by an influx of capital from private equity and other investors, the industry continues to […]
August 21, 2023 • By Paul Saganey View the Full Article >> I’ve always lived by one important principle: Givers get. Acts of kindness, charity, and generosity are not driven solely by the expectation of reciprocation. But the universe has a way of rewarding generosity exponentially. The same is true in our profession. Financial […]