Media

BOSTON–(BUSINESS WIRE)–Integrated Partners, a national financial planning and registered investment advisory firm, has appointed a new senior vice president of business development and financial advisor recruiting – Jason Catlender.   Source:  https://www.businesswire.com/news/home/20210928005326/en/Integrated-Partners-Adds-Financial-Advisor-Recruiting-Veteran-Jason-Catlender-to-Leadership-Team

Communicating with clients is always important. But financial advisors lavish special attention on new arrivals.   Source: https://www.investors.com/financial-advisors/financial-advisors-tighten-their-client-onboarding/

View Full Press Release >>   July 20, 2021 09:08 AM Eastern Daylight Time BOSTON–(BUSINESS WIRE)–Integrated Pension Services (IPS) the retirement and pension services arm of Integrated Partners, announced today that it has acquired Benefits 21, Friedman LLP’s Pension Administration Services Group. Friedman LLP is one of the largest and most well-regarded certified public accountant (CPA) firms. “Our decision […]

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