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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, […]

RIAs turn to hedging strategies amid ‘faceplant’-inducing markets View the Full Article >> The stock market of the last 40 years is dead and gone. So says Integrated Partners chief investment officer Rob Brown, who believes the global investment industry today faces truly ‘directional change’ for the first time since World War II, citing ‘a […]

MARCH 21, 2022 • RUSS ALAN PRINCE Read Full Article on FA-Mag.com >> For more than 25 years, Paul Saganey of Integrated Partners has been directing traffic at the intersection of financial planning, wealth management and CPAs. Before founding Integrated, Saganey was a regional vice president for CIGNA Financial Advisors, a company that focused on providing fee-based […]

View the Full Article on Advisorpedia >> For certified public accountants (CPAs) who are looking to align themselves with a financial advisor, it can feel akin to putting out a dating ad in the newspaper. But a hypothetical dating ad might be a helpful way to think of the process, to an extent. This is […]

A family tree along with a diagram helps Chris Ferretti, CRPC, make financial plans come to life for his clients. Photos of things his clients enjoy really personalize them and drive home the point. View the Full Article >>   CRPC conferred by College for Financial Planning. The opinions voiced in this material are for […]

How To Get Market-Obsessed Clients To Calm Down Financial anxiety can be tough to manage with the volatility in the markets. Jason Horwitz, CFP, puts events into historical context to help keep clients calm via Investor’s Business Daily. View Full Article >>   Content in this material is for general information only and not intended […]