Media
Media
Media Highlights
50 Growers Across America 2023
August 16, 2023 • By IAN WENIK View the Full Article >> Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA,...
What is a callable CD? What to know about the risks
August 15, 2023 • By Trina Paul View the Full Article >> When interest rates are high, you can park your money in a certificate of...
Integrated Partners Adds Colorado’s PRISM To Its Embrace
August 8, 2023 • Family Wealth Report View the Full Article >> Via its network of affiliates, Integrated has a total of 116 offices...
Integrated Partners Adds $225M Colorado-Based Registered Investment Advisor
August 8, 2023 • Business Wire View the Full Article >> BOSTON--(BUSINESS WIRE)--Integrated Partners, (“Integrated”), a national...
Short Term and Long Term ETF Portfolio Strategies
August 02, 2023 • Reviewed by Kent Thune, Edited by Lisa Barr View the Full Article >> Stephen Kolano, CFA, is managing director of...
Meet the LUMINARIES Class of 2023 Finalists
July 13, 2023 • By Janet Levaux Paul Saganey & Integrated Partners announced as LUMINARIES finalists in the Financial & Investment...
U.S. dollar falls to over one-year low after CPI data shows inflation slowing again in June
July 12, 2023 • By Frances Yue & Vivien Lou Chen View the Full Article >> The U.S. dollar fell Wednesday after the consumer-price index...
The Four Biggest Mistakes Advisors Make with CPAs
July 11, 2023 • By Paul Saganey View the Full Article >> Advisor Perspectives welcomes guest contributions. The views presented here do not...
How to fire problem clients
July 5, 2023 • By Gregg Greenberg View the Full Article >> Jeremy Gottlieb is quoted in this InvestmentNews article Acquiring clients can be...
Inflation Remains Stuck, But That Doesn’t Mean Recession
June 30, 2023 • By Schwab Network Watch the Video >> Steve Kolano is featured in this "Trading 360" episode by Schwab Network Inflation...
Why financial advisors can’t live with or without Florida
June 30, 2023 • By Gregg Greenberg View the Full Article >> Richard Austin quoted in this InvestmentNews article A new study ranks the...
This savings account pays 5.75% and requires no minimum balance. But is it right for you?
June 29, 2023 • By Andrew Shilling View the Full Article >> Peter Salkins quoted in this MarketWatch article There’s a catch, but it can be...