Media

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 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 […]

January 5, 2023 • Lynnley Browning View the Full Article >> Investors and financial advisors who have spent half a decade in thrall of soaring technology shares got a wake-up call last year. As persistent inflation, rising interest rates and recession worries jolted markets, Apple lost nearly 27%, Amazon plunged almost 50% and Alphabet dipped […]

January 6, 2023 • Nicole Petallides Watch the Video >> Our Managing Director of Investments, Stephen Kolano, was featured on Schwab Network’s The Watch List with host Nicole Petallides. (Formerly TD Ameritrade Network) The report was mixed but still fairly firm overall, says Sam Burns. He and Stephen Kolano recap the jobs report. Stephen notes […]

Jenn Rapoza, Director of Client Experience shares her passion for serving clients holistically at Integrated Family Office.   Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not […]

Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions NEW YORK, Dec. 6, 2022 /PRNewswire/ — Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today named the winners […]