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 […]
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How to fire problem clients
September 25th, 2023 | MediaInflation Remains Stuck, But That Doesn’t Mean Recession
September 25th, 2023 | MediaJune 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 […]
Why financial advisors can’t live with or without Florida
September 25th, 2023 | MediaJune 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 […]
This savings account pays 5.75% and requires no minimum balance. But is it right for you?
September 25th, 2023 | MediaJune 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 […]
Warren Buffett keeps buying millions of shares of this company despite the stock’s decline this year of nearly 10%. Should you join him?
September 25th, 2023 | MediaJune 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 Creates Insurance Solutions Division, Adds Two Key Staff
September 25th, 2023 | MediaJune 20, 2023 • by BUSINESS WIRE View the Full Article >> Peter Kaplan will lead Integrated’s insurance business; Josh Benson will deepen relationships with the firm’s larger advisors and teams BOSTON–(BUSINESS WIRE)–Integrated Partners, (“Integrated”) a national financial planning and registered investment advisory (RIA) firm that serves over $15 billion in brokerage and advisory assets, today announced […]
The Dos and Don’ts of a Successful CPA Partnership
September 25th, 2023 | MediaJune 13, 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. Spring and summer are incredible seasons of growth. As anyone who has tried to nurture grass, vegetables or a business knows, growth requires patience, time and the right fertilizer. […]
‘A great parking space.’ Is the humble CD, some of which are now paying 5% or more, what’s missing from your retirement portfolio?
September 25th, 2023 | MediaJune 8, 2023 • By Alisa Wolfson View the Full Article >> For years, CDs paid abysmal rates. But the Fed’s consistent interest rate hikes mean that certificates of deposit — savings vehicles that pay a fixed amount of interest over a set period of time — are now paying their highest rates in about […]
Is the M&A environment in the advisory world cooling off?
September 25th, 2023 | MediaJune 5, 2023 • BY INVESTMENTNEWS View the Video >> Rob Sandrew, chief growth office at Integrated Partners, joins InvestmentNews anchor Gregg Greenberg to discuss the M&A environment in both the RIA and CPA worlds, as well as team movement within the advisory industry.
Financial Pros Share Their Best Time-Saving Hacks
September 25th, 2023 | MediaMay 31, 2023 • by Steve Garmhausen View the Full Article >> One of the biggest barriers to growth for advisory businesses is a lack of time. Inefficient processes, outdated technology and clunky, inherited ways of doing things can eat up hours that could be spent developing new business or deepening existing client relationships. […]