Media

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 […]

Personal loans and taxes: Don’t let this ‘unpleasant surprise’ happen to you if you take out a personal loan With so many forms and things to consider this tax season, consider the following about your personal loan our Director of Investment Analysis Stephen Carrigg, CFP, told MarketWatch. If any of your debt is forgiven, you […]

Inflation is at a 40-year high. 10 tips from the pros on how to invest and save during times of high inflation Since inflation is at record highs, people’s best bets to make the most of the situation is to put as much as they can into their workplace retirement accounts and to open a […]

We’re honored to be among InvestmentNews Best Places to Work for Financial Advisors for the third year in a row! View the Full Article >>   Since 1996, Integrated Partners has been giving financial advisors a new option: A home that doesn’t require them to choose between the resources and support they’ll find at a […]

How To Spot Wage Theft And What To Do If It Happens To You Wage theft can come in many forms, which makes it harder to identify if you are not able to see the signs that fair compensation is being withheld. Our Chief Legal Officer and President of Advisory Services John Cataldo shared with […]

Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year View Full Press Release > December 21, 2021 09:08 AM Eastern Standard Time BOSTON–(BUSINESS WIRE)–Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced […]