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

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 […]

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

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

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 | […]

Integrated Adds New Jersey Advisor, Breaking $7 Billion in AUM Harrison Till will join the hybrid registered investment advisory firm, in the final acquisition Integrated Partners will make this year. Source: Integrated Adds New Jersey Advisor, Breaking $7 Billion in AUM

Integrated Partners to eclipse $7bn with addition of Merrill breakaway New Jersey-based advisor Harrison Till aims to bring about $100 million in brokerage and advisory assets to the LPL-affiliated hybrid. Source: Integrated Partners to eclipse $7bn with addition of Merrill breakaway | Citywire

Integrated Partners mentioned in ThinkAdvisor article Two advisory firms say they recently hired former college and professional football players to join their teams. Integrated Partners, an RIA affiliated with LPL Financial that works with financial advisors and CPAs, has recruited Harrison Till from Merrill Lynch, where he worked with about $100 million in assets. Source: […]