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 […]
February 27, 2023 • SAM BOJARSKI View the Full Article >> The fastest-growing Massachusetts RIA has purchased Laurel Wealth Advisors. One of New England’s fastest-growing RIAs has announced a West Coast purchase. Waltham, Mass. -based Integrated Partners revealed on Monday its acquisition of Laurel Wealth Advisors, an RIA headquartered in Solana Beach, Calif., north of […]
February 21, 2023 • Kenneth Corbin View the Full Article >> A former Certified Financial Planner who has been permanently barred from using the credential continues to describe himself with a CFP designation in numerous marketing materials. The planner, Fred Rouse, describes himself as the “Real Money Doctor” and offers a course geared for people […]
January 17, 2023 • Suleman Din View the Full Article >> I had the opportunity to chat with Integrated Partners‘ Chief Growth Officer, Robert Sandrew at the inaugural FutureProof event. Sandrew had some insights on handling clients during these uncertain market times. “People can deal with a lot of pain when things are going up. When they are going down, […]
January 9, 2023 • Alisa Wolfson View the Full Article >> Though inflation has cooled a bit, it still increased by 7.1% from November 2021 to November 2022. And that brings up one big question for many investors: Where exactly should you put money to — at least somewhat — stave off inflation? We asked […]
January 6, 2023 • Wola Odeniran View the Full Article >> As 2023 begins, advisors are looking ahead to the policy and tax changes impacting their high-net-worth clients. Those include changes stemming from the passage of Secure 2.0 Act. Read on for the 2023 policy and tax changes that advisors expect to impact high-net-worth clients. If you […]
