Media MediaMedia Highlights 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 Three Cords Wealth Management Advisors Selects Integrated Partners – $200M Houston, TX, team is the latest financial advisory group to adopt Integrated’s national registered investment advisory modelread more Integrated Partners and Duffy Kruspodin, LLP Align to Create DK Wealth Management, LLCread more Reflections of a Top Financial CEO’s Executive Assistant | wealthmanagement.comread more Uncivil War: States Wage Campaign Against SEC Over Fiduciary Standards | RIAIntelread more Integrated Adds New Jersey Advisor, Breaking $7 Billion in AUMread more Integrated Partners to eclipse $7bn with addition of Merrill breakaway | Citywireread more Ex-NFL, Ohio State Players Tackle New Advisor Roles | ThinkAdvisorread more LPL Financial OSJ Integrated adds financial advisors | Financial Planningread more« Older EntriesNext Entries »Follow Us on SocialFollowFollowSearchSearchCategoriesMediaMedia Coverage HighlightsLet’s Work Together Let's TalkLet’s Work Together Let's Talk
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
Three Cords Wealth Management Advisors Selects Integrated Partners – $200M Houston, TX, team is the latest financial advisory group to adopt Integrated’s national registered investment advisory modelread more