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 […]

Three Cords Wealth Management Advisors Selects Integrated Partners – $200M Houston, TX, team is the latest financial advisory group to adopt Integrated’s national registered investment advisory model

October 7th, 2020 | Media

Integrated Partners and Duffy Kruspodin, LLP Align to Create DK Wealth Management, LLC

September 10th, 2020 | Media

New wealth management offering to be led by Kris Lindley, CFP The partnership is the latest union of financial specialists to launch under the Integrated CPA Alliance™ Source: Integrated Partners and Duffy Kruspodin, LLP Align to Create DK Wealth Management, LLC

Reflections of a Top Financial CEO’s Executive Assistant | wealthmanagement.com

August 25th, 2020 | Media

Advice anyone—in all walks of life—can use, from someone who’s seen it all. Source: Reflections of a Top Financial CEO’s Executive Assistant

Uncivil War: States Wage Campaign Against SEC Over Fiduciary Standards | RIAIntel

December 11th, 2019 | Media

John Cataldo, chief legal counsel at Integrated Partners, quoted in RIAIntel: Reg BI backlash is intensifying. This past June, the Securities & Exchange Commission (SEC) laid out rules intended to put the industry debate around fiduciary standards to bed, once and for all. Source: Uncivil War: States Wage Campaign Against SEC Over Fiduciary Standards | […]

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