Media

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

BOSTON (PRWEB) January 16, 2019 Integrated Financial Partners, (IFP), a national financial planning and registered investment advisory firm, announced strong growth in 2018, having added twelve a Source: Integrated Financial Partners Establishes Strong Southwestern US Presence; Adds Twelve Advisors, Six Regional Offices Nationally in 2018

BOSTON (PRWEB) December 19, 2018 Integrated Financial Partners, (IFP), a national financial planning and registered investment advisory firm, today announced the appointment of Jason Lahita to the leadership team as chief communications officer. Lahita will oversee strategic media relations, brand visibility and alignment of key messaging across all public facing materials, print and digital. In […]

Strategic partnerships with the right financial professionals can help expand your business. Throughout my career, every adviser I’ve worked with has had the same goal — to increase revenue while maintaining or improving their quality of life. This is a daunting task for the majority of advisers in our industry and a reality for a […]