broker check finra logo financial advisor

Media

Buck the Trend: Focus on Strategic Partnerships and Organic Growth

November 30th, 2023 | Media

  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 […]

50 Growers Across America 2023

November 27th, 2023 | Media

  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 […]

What is a callable CD? What to know about the risks

November 27th, 2023 | Media

  August 15, 2023 • By Trina Paul View the Full Article  >> When interest rates are high, you can park your money in a certificate of deposit (CD) or high-yield savings account to earn more money. With CDs, you tie up your money for a fixed amount of time in exchange for regular interest payments that you cash […]

Integrated Partners Adds Colorado’s PRISM To Its Embrace

November 27th, 2023 | Media

  August 8, 2023 • Family Wealth Report  View the Full Article  >> Via its network of affiliates, Integrated has a total of 116 offices across the US. Integrated Partners, the RIA overseeing more than $15.5 billion in brokerage and advisory assets, today said that Colorado-based PRISM Financial Strategies has joined its ranks as an […]

Integrated Partners Adds $225M Colorado-Based Registered Investment Advisor

November 27th, 2023 | Media

  August 8, 2023 • Business Wire View the Full Article  >> BOSTON–(BUSINESS WIRE)–Integrated Partners, (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $15.5 billion in brokerage and advisory assets, today announced Colorado-based PRISM Financial Strategies, (“PRISM”) as the latest advisory team to join its ranks as an affiliate partner. PRISM is an […]

Short Term and Long Term ETF Portfolio Strategies

November 27th, 2023 | Media

  August 02, 2023 • Reviewed by Kent Thune, Edited by Lisa Barr View the Full Article  >> Stephen Kolano, CFA, is managing director of investments at Integrated Partners. He shared his insights with etf.com’s Kent Thune on a wide range of ETF portfolio construction ideas, from targeted tactical shifts to longer-term secular themes to managing […]

Meet the LUMINARIES Class of 2023 Finalists

November 21st, 2023 | Media

July 13, 2023 • By Janet Levaux Paul Saganey & Integrated Partners announced as LUMINARIES finalists in the Financial & Investment Innovation – Individual and Firm – categories. View the Full Article  >> We are thrilled to present the LUMINARIES Class of 2023 Finalists, who are being recognized for the original and compelling ways they’re […]

U.S. dollar falls to over one-year low after CPI data shows inflation slowing again in June

November 20th, 2023 | Media

July 12, 2023 • By Frances Yue & Vivien Lou Chen  View the Full Article  >> The U.S. dollar fell Wednesday after the consumer-price index for June showed the rate of inflation slowing to the lowest level since 2021. The ICE U.S. Dollar Index DXY, -0.32%, a measure of the currency against a basket of six major rivals, fell to […]

The Four Biggest Mistakes Advisors Make with CPAs

September 25th, 2023 | Media

July 11, 2023 • By Paul Saganey View the Full Article  >> Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. When it comes to working with CPAs, you’re a little too Felix and they’re a little too Oscar. But how can you make it work for the benefit […]

How to fire problem clients

September 25th, 2023 | Media

July 5, 2023 • By Gregg Greenberg View the Full Article  >> Jeremy Gottlieb is quoted in this InvestmentNews article Acquiring clients can be costly but having the ‘confidence and conviction’ to let a bad fit go is vital. Breaking up is hard to do. And it’s even harder for financial advisors who feel the […]