Media

SAN DIEGO (PRWEB) July 23, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that the Mohr Financial Group, comprised of five financial advisors and five team members, has chosen Integrated as their partner of choice. The father-son team, and their advisors, viewed Integrated’s entrepreneur-first approach as essential […]

BOSTON (PRWEB) June 12, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce the addition of four financial advisory teams to the organization, all with a core focus on serving active-duty members of the Armed Forces, veterans, and their families. Source: Integrated Partners Welcomes Six New Financial Advisors, […]

Three advisory teams led by Air Force and Navy veteran officers are switching their Super OSJ affiliation. Source: $136M RIAs Are Affiliating With New OSJ Integrated

BOSTON (PRWEB) May 08, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Jeremy Commeret, CEO of Hermes Wealth Strategies, has chosen Integrated as the preferred partner with whom to join forces, to fuel the growth of his business. Hermes focuses on bespoke financial planning, estate planning […]

BOSTON (PRWEB) May 01, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is adjusting its brand identity to reflect a long history of doing right by financial advisors, by integrating a wide range of business services that can be used to support them as they build the entrepreneurial enterprises they’ve always […]

The hybrid RIA expects to add $1 billion in assets in the next year from helping business owners sell. Source: Integrated Partners’ New Secret Weapon: Planning for Business Owners

With the rebrand, the firm hopes to differentiate itself from another IFP, Independent Financial Partners, which recently left LPL to start its own broker/dealer. Source: LPL Super OSJ IFP Will Now Be Known as Integrated

BOSTON (PRWEB) April 16, 2019 Integrated Financial Partners, a national financial planning and registered investment advisory firm, is proud to announce that it has been recognized as a 2019 recipient of the prestigious “Best Places to Work for Financial Advisers” honor, an accolade bestowed upon seventy-five financial advisory firms annually by InvestmentNews. A perennial recipient […]

Technology that empowers advisers is a key component of a successful strategy, but it is not, in and of itself, a strategy. Source: Embrace technology, but beware of becoming obsessed with it

When Ron Strobel was an investment adviser in Seattle, many of his clients were Boeing engineers. They loved their jobs and wanted to keep working as long as they could. Advisers claim current rules requiring those 70½ to start withdrawing funds from retirement accounts are outdated Source: When clients work past 70, RMDs are still […]