Media

Advisors Use Mix Of Strategies To Train Young Planners To Succeed MOREY STETTNER 11:00 AM ET 12/30/2021 View Full Article >> Advisors often urge clients to ponder their legacy planning, to consider what they can they do now to leave a lasting impact after they’re gone. But what about the advisor’s own legacy? As advisors age, […]

‘I fear I will die with the debts.’ I’m a 60-year-old veteran who took out student loans for my child. Years later, I still owe $36K. What should I do? Updated: Jan. 8, 2022 at 2:43 p.m. ET By Alisa Wolfson View Full Article >> Question: I’m a U.S. Army veteran, and I’ve been paying […]

What Makes a Successful Advisor Transition Preparation and communication are key to streamline and fast-track transitions. Andree Peterson | Jan 14, 2022 View the full article >>   The most successful advisor transitions occur when all parties are fully focused on the process every step of the way. Transitions have a plethora of moving parts, […]

Saganey is continuing to lay big plans for the fast-growing, accountant-friendly RIA. Twenty-five years ago, Paul Saganey had no idea what his new company would become. Integrated Partners, a Waltham, Massachusetts-based RIA, now oversees $12bn in assets on the back of its close ties with around 140 small to mid-sized accounting firms across the nation, […]

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