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 […]
Don’t give up on charitable giving just yet December 5, 2022 | By Gregg Greenberg Read the Full InvestmentNews Article >> A bear market and inflationary pressures may have many Americans feeling less wealthy lately, but not necessarily less generous. “For clients that are over the age of 70.5, a qualified charitable distribution from an […]
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 […]
Episode 65 – The Art of the CPA/Advisor Partnership
We are excited to announce the launch of The Legacy Lounge, hosted by Homer Smith at Integrated Private Wealth
Integrated Partners Launches Integrated Private Wealth to Guide Business Owners Through High-Stakes Transitions – via businesswire.comEpisode 62 – Investing with Intention & Personalization
Integrated Adds $300M Pisces Wealth as Recruiting Momentum Continues via businesswire.com