Media

  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 […]

  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 […]

  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 […]

  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 […]

  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 […]

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 […]

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 […]