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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 […]

Financial advisers going the independent route need to tap into their entrepreneurial spirit to succeed, says Rob Sandrew, chief growth officer at Integrated Partners. Watch the Full Video >> The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance […]

Retirement benefits key to attracting new hires: TIAA survey InvestmentNews June 22, 2022 | Gregg Greenberg | View the Full Article >> According to TIAA’s 2022 Employee Retention survey, a substantial majority (82%) of employees say their benefits — specifically their retirement benefits (77%) — are highly important in deciding whether they will change jobs. […]

With inflation at a 40-year high, 5 financial pros share how to invest and save during times of high inflation On Wednesday, The Federal Reserve approved its largest interest rate hike since 1991 decades, signaling that it wants to get inflation under control. And indeed, the latest consumer price index data revealed that the rate […]

How Advisors Calm Fretful Clients As Inflation Concerns Mount Read the Full Article >> Advisors often warn clients about inflation’s impact on a retirement plan. But in recent decades, it was easy to shrug off inflation concerns. Not anymore. With inflation hovering near a four-decade high, these once-academic conversations are hitting home. Clients can see […]

Fairfax, Virginia-based Integrated Financial Partners acquired Wagner Resources Group, an RIA based in McLean, Virginia. View Full InvestmentNews Article >> Integrated Partners, a Boston-based registered investment advisory firm with $7.8 billion in assets, said Tuesday that one of its affiliates, Integrated Financial Partners, had acquired another firm and as a result, almost doubled its assets, […]