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 […]
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 […]
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 […]
June 30, 2023 • By Schwab Network Watch the Video >> Steve Kolano is featured in this “Trading 360” episode by Schwab Network Inflation Remains Stuck, But That Doesn’t Mean Recession Data this week points to a U.S. economy that continues to power forward, notes Stephen Kolano. He and Nate Thooft discusses inflation. Stephen suggests […]
June 30, 2023 • By Gregg Greenberg View the Full Article >> Richard Austin quoted in this InvestmentNews article A new study ranks the Sunshine State as the second-most popular state for Americans thinking about relocating. But it also tops the list of states residents are seeking to leave. Try as you might, you […]
June 29, 2023 • By Andrew Shilling View the Full Article >> Peter Salkins quoted in this MarketWatch article There’s a catch, but it can be worth it for some. The lesson: No matter what savings account you get, read the fine print. It’s among the highest available interest rates offered for a savings account […]
June 24, 2023 • By Andrew Shilling View the Full Article >> Steve Kolano quoted in this MarketWatch article Warren Buffett has continued to snap up millions of shares of Occidental Petroleum (OXY) in recent months despite the company’s stock posting a 9.7% loss so far in 2023, according Morningstar data through June 22. So […]
Integrated Partners has a new face in its C-suite. Andree Mohr was promoted to serve as president, effective in late April.
Integrated Partners Snags $185M New Hampshire Team From Ameriprise – wealthmanagement.com
Integrated Partners and Wright, Ford, Young & Co. Team up to Unveil WFY Wealth Management – businesswire.com
Integrated Partners reports milestone year, with $3B in assets added in 2023 – investmentnews.com
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