Media

November 11, 2021 09:08 AM Eastern Standard Time View Full Article >>   BOSTON–(BUSINESS WIRE)–Integrated Partners’ retirement planning and pension services arm Integrated Pension Services has partnered with well-known industry thought leader Jason Grantz as Managing Director of Institutional Retirement Sales and Marketing. “If we can help get more plans established then we will get more people […]

Manage adviser transition the right way November 2, 2021, Andree Peterson Read the full article >> An issue that is most often overlooked when contemplating the growth equation at any firm is that it isn’t just a matter of adding advisers – you have to keep them as well.  When I’m working on helping an […]

RIAs may face ticking time bomb after SEC slams a $1.9-billion RIA for neglecting ‘orphan’ accounts while charging fees, a problem that may be industrywide October 26, 2021 — 3:39 PM by Oisin Breen Read Full Article >> Thousands of clients may be getting lost in the shuffle in the face of strong inorganic RIA […]

BOSTON — (BUSINESS WIRE) — To combat many Americans’ reality that they will ultimately outlive their retirement savings, Integrated Partners has decided to share via a white paper its proprietary model which seeks to offer people an opportunity to preserve their short-term funds while also maximizing their long-term saving’s potential for additional earnings. Integrated’s Lifetime Income […]

MarketWatch article: “Anderson Cooper isn’t leaving much money to his son, but financial pros say there are good reasons you should consider it” “By supporting your children, you’re providing them a measure of security — and you can put in safeguards to ensure the money won’t go to waste.” Source Article: https://www.marketwatch.com/story/anderson-cooper-may-not-be-leaving-a-fortune-to-his-son-but-financial-pros-say-there-are-good-reasons-to-help-your-kids-11632876190

BOSTON–(BUSINESS WIRE)–Integrated Partners, a national financial planning and registered investment advisory firm, has appointed a new senior vice president of business development and financial advisor recruiting – Jason Catlender.   Source:  https://www.businesswire.com/news/home/20210928005326/en/Integrated-Partners-Adds-Financial-Advisor-Recruiting-Veteran-Jason-Catlender-to-Leadership-Team

Financial advisors are switching firms at a record pace. If you are planning to make a move, here are four things you need to do. Source: https://www.wealthmanagement.com/careers/recruiting-explosion-real

Communicating with clients is always important. But financial advisors lavish special attention on new arrivals.   Source: https://www.investors.com/financial-advisors/financial-advisors-tighten-their-client-onboarding/

View Full Press Release >>   July 20, 2021 09:08 AM Eastern Daylight Time BOSTON–(BUSINESS WIRE)–Integrated Pension Services (IPS) the retirement and pension services arm of Integrated Partners, announced today that it has acquired Benefits 21, Friedman LLP’s Pension Administration Services Group. Friedman LLP is one of the largest and most well-regarded certified public accountant (CPA) firms. “Our decision […]