Media

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 Advisers claim current rules requiring those 70½ to start withdrawing funds from retirement accounts are outdated Source: When clients work past 70, RMDs are still […]

BOSTON (PRWEB) March 07, 2019 Integrated Financial Partners, a national financial planning and registered investment advisory firm, is proud to announce the launch of a new member of the Integrated family of companies: Integrated Family Office. As clients’ financial needs continuously expand and evolve over the course of their lives, and as wealth is built […]

As Independent Financial Partners gets ready to launch its own b/d, four teams decide to stay with LPL and affiliate with another OSJ, Integrated Financial Partners. Source: Battle of the IFPs: One LPL OSJ Recruits From Another

After leaving the RIA public relations firm he co-founded in 2012, the longing of the FiComm founder to get back into the day-to-day media melee took him to a relatively unheralded LPL office of supervisory jurisdiction. Source: Jason Lahita ends four-month exile with mission to turn 127 OSJ reps into small media brands by pulling […]

BOSTON (PRWEB) February 07, 2019 Integrated Financial Partners, a national financial planning and registered investment advisory firm, welcomes Brad Tedrick, Jeremy Gottlieb, Saleah Hewitt, Brian Dawahare and Jay Dortch to a rapidly expanding group of independent advisors nationwide. The advisors selected Integrated as their home of choice for a variety of reasons including comprehensive entrepreneurial […]

Three of the five hybrids are located near San Diego; two are in Louisville, Ky. Source: Advisers with $393 million in AUA join Integrated Financial Partners

Integrated Financial Partners opened six new offices and added $900 million in assets last year. Source: Boston-Based LPL Firm Expects to Grow By $1 Billion in 2019