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Our Founder & President Paul Saganey knows just how valuable converting a traditional individual retirement account or employer-sponsored 401(k) plan to a tax-free Roth IRA can be. He notes investors should be aware that, “Roth conversions right now are on sale.” Via Lynnley Browning, Financial Planning Year-end tax strategies acquire a twist By  Lynnley Browning View […]

By  Paul Saganey | November 03, 2022, 10:42 a.m. EDT Read the Full Article >> A lot of industry pundits like to talk about “sitting on the same side of the table” as the client. When it comes to a great CPA-advisor partnership, I prefer to imagine the client at the center of the table flanked […]

Optimizing the Financial Lives of Clients by Russ Alan Prince (Author), Homer S. Smith IV CFP CRPC BFA CBEC (Author), Paul A. Saganey CFP (Author)  

Four Steps to Building an Elite Practice by Paul Saganey, 10/31/22 Read the Full Article >> What does the success of your CPA practice have to do with Nike and Adidas? What does it have to do with Jesse Owens and Michael Jordan? The answer: everything. For nearly six decades, Nike and Adidas have vied […]

Europe’s Move to Shore Up Its Gas Supply Helped Ease Prices. That Could Provide an Opportunity for Investors. View Full Article >> Expectations for global demand destruction have also contributed to the price pullback. Recent inflation readings in the U.S., Europe, and the United Kingdom increase the likelihood of continued central bank interest-rate hikes, says […]

by Stephen Kolano, September 6, 2022 Read the Full Article >> Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. There’s a saying within the wealth management industry – “If you’ve seen a family office, you’ve seen a family office.” If you are a client of a […]

5 tips to strip stress out of your next SEC, FINRA or state regulatory audit By Justin L. Mack August 30, 2022 1:13 PM   Understand the why In addition to making sure your firm can properly accommodate regulators, Integrated Financial Partners’ Chief Legal Officer John Cataldo said the initial communication is a great opportunity to figure out […]

Read the Full Article >> The firm increased client accounts by more than 218 percent and assets under management by 478 percent over the past three years August 23, 2022 09:08 AM Eastern Daylight Time BOSTON–(BUSINESS WIRE)–Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, is proud to announce that it has […]

Integrated Partners Picks Up Exec From BNY Mellon By Jeff Berman Read the Full Article >> Hybrid RIA Integrated Partners has appointed Stephen Kolano, a chartered financial analyst, as managing director, investments for its relaunched Integrated Family Office business, which the firm said Wednesday will “provide ultra-high-net-worth families with a roadmap for multi-generational success.” The Integrated […]

The RIA recently formalized services for wealthy families with $20 million or more and hired Stephen Kolano as managing director of investments. Diana Britton | Jul 13, 2022 | WealthManagement.com Read the Full Press Release >>   Integrated Partners, a Waltham, Mass.–based hybrid registered investment advisor, has rolled out a package of services for advisors that work […]