Media

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 […]

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 […]