Media MediaMedia Highlights Paul Saganey, president of Integrated Partners, quoted in MarketWatch.com articleread more Integrated Partners Adds Financial Advisor Recruiting Veteran Jason Catlender to Leadership Teamread more How Tightening Your Client Onboarding Process Can Boost Advisors’ Efficiency | Investor’s Business Dailyread more Integrated Pension Services Combines Forces with Friedman LLP’s Benefits 21read more Top 50 Fastest-Growing Financial Advisor Firms – 2021 Editionread more The Reserve Investments Chooses Integrated Partners to Accelerate Growth, Build Brandread more Reserve Investments Joins Integrated Partnersread more Fastest-Growing RIAs Based on Asset Growth, Number of Accountsread more Integrated Partners Awarded Fastest-Growing IRA in Massachusettsread more Integrated Partners Poised for Record 2021 Growth Surge; Bids Early Farewell to 2020read more Integrated Appoints Matt Ackermann to Chief Content Officer Roleread more Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office – Cournyer’s $90M book of business brings konvergent Wealth Partners to over $200M in assets under management • konvergent operates under the RIA-only model within the Integrated advisory ecosystem, using Fidelity as its custody partnerread more« Older EntriesNext Entries »Follow Us on SocialFollowFollowSearchSearchCategoriesMediaMedia Coverage HighlightsLet’s Work Together Let's TalkLet’s Work Together Let's Talk
Integrated Partners Adds Financial Advisor Recruiting Veteran Jason Catlender to Leadership Teamread more
How Tightening Your Client Onboarding Process Can Boost Advisors’ Efficiency | Investor’s Business Dailyread more
Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office – Cournyer’s $90M book of business brings konvergent Wealth Partners to over $200M in assets under management • konvergent operates under the RIA-only model within the Integrated advisory ecosystem, using Fidelity as its custody partnerread more