June 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 […]
June 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. […]
June 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 […]
June 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.
May 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 Inefficient processes, outdated technology and clunky, inherited ways of doing things can eat up hours that could be spent developing new business or deepening existing client relationships. […]
May 25, 2023 • by Karmen Alexander View the Full Article >> Integrated Partners, a Waltham, Massachusetts-based registered investment advisory firm that brokers through LPL Financial, has lured away two teams from another LPL-affiliated RIA in Michigan, according to an announcement. The Bloomfield Hills-based teams, Wealthcare Management Services and JMB Financial Services Group, had managed a […]
May 25, 2023 • BUSINESS WIRE View the Full Article >> Two advisory teams with over $500m in advisory assets select Integrated Partners for its business owner solutions and track record of supporting family office success BOSTON–(BUSINESS WIRE)–Integrated Partners, (“Integrated”) a national, holistic financial planning and registered investment advisory firm, today announced Bloomfield, Michigan-based Wealthcare Management […]
April 18, 2023 • MICHAEL MADDEN View the Full Article >> Moneta, Integrated Partners, Savvy Wealth And Crewe Advisors Discuss Key Issues For Clients Selling To Employees Including Financing, Valuation, Control, Risk and More Often we speak of succession plans in wealth management, and many times the solution firms choose is a sale by the owner […]
March 31, 2023 • John Manganaro View the Full Article >> A new revenue ruling issued by the Internal Revenue Service confirms that assets held in an irrevocable trust, when there has been a completed gift, do not receive a step-up in basis upon the death of the original owner. According to a number of […]
March 1, 2023 • Alex Padalka View the Full Article >> Integrated Partners says it has acquired California-based registered investment advisor firm Laurel Wealth Advisors. Founded in 2011 by Lee Tripodi and Mark Welsh, Laurel has since added more than 30 financial advisors and more than $2.25 billion in assets, according to Integrated. Laurel recently began looking for ways to […]
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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