Media
Media
Media Highlights
The CFP Board Barred This Planner. He’s Still Calling Himself a CFP.
February 21, 2023 • Kenneth Corbin View the Full Article >> A former Certified Financial Planner who has been permanently barred from using...
Integrated Partners’ Robert Sandrew on driving efficiencies at financial advisory firms
January 17, 2023 • Suleman Din View the Full Article >> I had the opportunity to chat with Integrated Partners' Chief Growth Officer, Robert...
8 places you may earn between 3%-7% or more on your money right now (and psst: some have guaranteed returns)
January 9, 2023 • Alisa Wolfson View the Full Article >> Though inflation has cooled a bit, it still increased by 7.1% from November 2021 to...
Policy and Tax Changes Impacting High-Net-Worth Clients in 2023
January 6, 2023 • Wola Odeniran View the Full Article >> As 2023 begins, advisors are looking ahead to the policy and tax changes impacting...
The top 10 U.S. stocks of 2022
January 5, 2023 • Lynnley Browning View the Full Article >> Investors and financial advisors who have spent half a decade in thrall of soaring...
FOMC Grabbed Attention Given That Inflation Is Receding
January 6, 2023 • Nicole Petallides Watch the Video >> Our Managing Director of Investments, Stephen Kolano, was featured on Schwab Network's...
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)...