Media

How Tightening Your Client Onboarding Process Can Boost Advisors’ Efficiency | Investor’s Business Daily

September 24th, 2021 | Media

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/

Integrated Pension Services Combines Forces with Friedman LLP’s Benefits 21

July 20th, 2021 | Media

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 […]

Top 50 Fastest-Growing Financial Advisor Firms – 2021 Edition

April 19th, 2021 | Media

The Reserve Investments Chooses Integrated Partners to Accelerate Growth, Build Brand

April 19th, 2021 | Media

Reserve Investments Joins Integrated Partners

April 19th, 2021 | Media

Fastest-Growing RIAs Based on Asset Growth, Number of Accounts

April 8th, 2021 | Media

Integrated Partners Awarded Fastest-Growing IRA in Massachusetts

January 7th, 2021 | Media

Integrated Partners Poised for Record 2021 Growth Surge; Bids Early Farewell to 2020

January 7th, 2021 | Media

Integrated Appoints Matt Ackermann to Chief Content Officer Role

October 21st, 2020 | Media

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

Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office – Cournyer’s $90M book of business brings konvergent Wealth Partners to over $200M in assets under management • konvergent operates under the RIA-only model within the Integrated advisory ecosystem, using Fidelity as its custody partner

October 7th, 2020 | Media

Boston, MA, Oct. 06, 2020 (GLOBE NEWSWIRE) — Integrated Partners, a national financial planning and registered investment advisory firm, is pleased to announce that financial advisor Melissa Cournyer has joined konvergent Wealth Partners, Integrated’s Seattle, WA regional office, led by Homer Smith. Cournyer’s addition to the konvergent team adds $90M in AUM to the rapidly […]

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