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Media
Media Highlights
Alliance Talks: Client Experience Excellence with Integrated Family Office
Jenn Rapoza, Director of Client Experience shares her passion for serving clients holistically at Integrated Family Office. Securities...
Hybrid RIA of the Year Award Winner
Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions...
Peter Salkins Quoted in InvestmentNews
Don’t give up on charitable giving just yet December 5, 2022 | By Gregg Greenberg Read the Full InvestmentNews Article >> A bear market and...
Paul Saganey Quoted in Financial Planning
Our Founder & President Paul Saganey knows just how valuable converting a traditional individual retirement account or employer-sponsored 401(k)...
Accountants and financial advisors can partner for success | AccountingToday
By Paul Saganey | November 03, 2022, 10:42 a.m. EDT Read the Full Article >> A lot of industry pundits like to talk about "sitting on the...
New Book Explores “Optimizing the Financial Lives of Clients” | CPA Practice Advisor
Optimizing the Financial Lives of Clients by Russ Alan Prince (Author), Homer S. Smith IV CFP CRPC BFA CBEC (Author), Paul A. Saganey CFP (Author)...
Four Steps to Building an Elite Practice | Advisor Perspectives
Four Steps to Building an Elite Practice by Paul Saganey, 10/31/22 Read the Full Article >> What does the success of your CPA practice have to...
Steve Kolano Quoted in MarketWatch
Europe’s Move to Shore Up Its Gas Supply Helped Ease Prices. That Could Provide an Opportunity for Investors. View Full Article >>...
How to Differentiate Family Office Services | Advisor Perspectives
by Stephen Kolano, September 6, 2022 Read the Full Article >> Advisor Perspectives welcomes guest contributions. The views presented here do...
Chief Legal Officer John Cataldo Quoted in Financial Planning
5 tips to strip stress out of your next SEC, FINRA or state regulatory audit By Justin L. Mack August 30, 2022 1:13 PM Understand the why In...
Business Wire – Integrated Partners Named Fastest-Growing RIA by SmartAsset and Citywire RIA, in Consecutive Years
Read the Full Article >> The firm increased client accounts by more than 218 percent and assets under management by 478 percent over the past...
Integrated Partners Picks Up Exec From BNY Mellon | ThinkAdvisor
Integrated Partners Picks Up Exec From BNY Mellon By Jeff Berman Read the Full Article >> Hybrid RIA Integrated Partners has appointed Stephen...