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$200M advisory team, formerly known as Hearthstone Wealth Management, joins Integrated from Ameriprise and is headed by Homer Smith and Dave Stuehling. The firm has chosen Fidelity as their custodian of choice and will be focusing on serving business owners and clients with complex financial planning requirements. Source: Integrated Partners Welcomes Konvergent Wealth Partners; Opens […]

Scottsdale Registered Investment Advisor, once a Wells Fargo team, will lead Integrated’s breakaway-broker recruitment and transition initiative. Fee-only RIA custodies with both Charles Schwab and TD Ameritrade, and will continue to do so. BOSTON (PRWEB) October 23, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Juncture […]

The well-regarded 401(k) advisor has been closely affiliated with Integrated Partners and their subsidiaries for over six years. BOSTON (PRWEB) October 16, 2019 Hackler Associates, an Integrated Partners company and 401(k) advisory firm, is adjusting its brand identity to align more closely with its parent firm. Integrated Source: Hackler Associates Re-aligns Brand with Parent Company, […]

Alex will assume the role of Head of Practice Acquisitions; Lake Avenue Financial will transition to Integrated’s RIA within 90 days. Partnership is indicative of Lake Avenue’s focus on growth and Integrated’s focus on continuing to bring value to the table for advisors by way of adding exceptional talent. BOSTON (PRWEB) October 02, 2019 Integrated […]

Lake Avenue Financial’s CEO Alex Chalekian will also become Integrated Partner’s Head of Practice Acquisitions, focusing on inorganic growth and internal succession planning. Source: $160 Million AUM Lake Avenue Financial Joins Integrated Partners | Wealth Management

LPL’s branch recruiting is up 45% over a year ago, as the broker/dealer increases recruiting support and opens up the lines of communication to hybrid firms. Source: LPL Pivots Toward the Center on Branch Recruiting

Mohr Financial Group’s unique succession plan relies on the dedication of the next generation of advisers to keep clients happy. Source: Advisory firm founder carries half his clients’ fees into retirement

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year. Source: LPL Financial OSJ adds 40th financial advisor office | Financial Planning

Integrated Partners, the Waltham, Mass.-based financial planning and registered investment advisory firm, has added San Diego-based Mohr Financial Group to its roster of 141 advisory partners. Source: Integrated Partners Adds $430 Million Asset Mohr Financial Group

The father-and-son team is the 40th firm from Southern California to join Integrated. Source: Mohr Financial Group Joins Integrated Platform With $430M In AUM