Media

October 9, 2023 • By Jeff Benjamin View the Full Article  >> As Israel goes on the offensive against the Gaza-based militant group Hamas in a fast-escalating conflict, the financial markets opened Monday with a relative sense of calm. While oil and gold prices were predictably up slightly in midday trading, the equity markets had recovered opening losses to reach a […]

October 2, 2023 • By Russ Alan Prince View the Full Article  >> The family office model has become well-recognized by wealthy individuals and families as the preferred way to address their financial lives. In a 2018 study of 264 wealthy individuals, nearly three-quarters reported wanting the same advantages single-family offices can provide the super-rich. […]

September 15, 2023 • By Barron’s View the Full List  >> Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a comprehensive survey about their practice. We verify that data and apply […]

September 15, 2023 • By WealthManagement.com View the Full List  >> Andree Mohr recognized as a Rising Star of the Year Honoree at the 2023 Wealthies Awards. Andree Mohr supports growth at Integrated Partners on a day-to-day basis, working as the liaison between Integrated and their custodial partners. She manages the onboarding and transition processes for […]

September 01, 2023 • By Dan Burrows View the Full Article  >> A third straight month of slower jobs growth and an uptick in the unemployment rate keeps the Fed on track to leave interest rates unchanged. The August jobs report exceeded economists’ expectations but a third straight month of more modest hiring and an uptick in […]

August 22, 2023 • By Robert Sandrew View the Full Article >> M&A in the wealth management industry is proving resilient, with deal volume for the first quarter of 2023 increasing for the first time since late 2021, according to Echelon Partners. Driven by an influx of capital from private equity and other investors, the industry continues to […]

  August 21, 2023 • By Paul Saganey View the Full Article  >> I’ve always lived by one important principle: Givers get. Acts of kindness, charity, and generosity are not driven solely by the expectation of reciprocation. But the universe has a way of rewarding generosity exponentially. The same is true in our profession. Financial […]

  August 7, 2023 • By InvestmentNews Integrated Partners named one of the Top Hybrid RIAs of the year by InvestmentNews! Here’s a list of the biggest hybrid registered investment advisors, based on the data firms report to the SEC on their Form ADV. View the Full List  >>    

  August 16, 2023 • By Andree Mohr View the Full Article  >> There has been a torrid pace of consolidation in the registered investment advisor (RIA) space that began in the midst of the pandemic, with deal volume climbing 11.1 percent over the course of 2022, setting a record high. The volume was particularly […]

  August 16, 2023 • By IAN WENIK View the Full Article  >>   Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things that made me nervous about the role was the annual 50 Growers Across America report, which was his brainchild and had […]