Thrilled to share that we've been named an RIA Firm of the Year finalist in the InvestmentNews #ExcellenceAwards ! A testament to our unwavering commitment to providing exceptional value and support to our advisors. Check out the full list of awardees: investmentnewsawards.com/winners-and-ex…

With high interest rates, investors may be looking to pull the plug on private equities. Our chief investment officer Steve Kolano opines for InvestmentNews. To gain further insight into Steve's thoughts read: investmentnews.com/alternatives/n… #WeBelieveInAdvisors #Investing #RIA #PE

📢RIAs need to embrace change to avoid falling behind forward-thinking peers according to our chief growth officer, Rob Sandrew. The discomfort of this change can quickly become a strategic advantage. Read Rob's latest WealthManagement.com article to learn how🗞️: wealthmanagement.com/business-plann…

#ICYMI Last week we announced the launch of WFY Wealth Management with our partners from Orange County, California's largest single-office accounting firm; Wright Ford Young & Co. 🗞️🗞️ Learn more about this new comprehensive offering in Accounting Today: accountingtoday.com/news/accountin…

Maxwell Locke & Ritter Maxwell Locke Ritter sold its wealth management practice to Creative Planning Creative Planning, and another accounting firm, Wright, Ford, Young & Co., teamed with Integrative Partners Integrated Partners on a wealth management business. trib.al/xXb3pV2

.Rob Sandrew joined Shannon Spotswood and Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® on today's roundtable hosted by Docupace to discuss RIA Megatrends. We are focused on providing advisors with the tools and access to experts they need to serve the evolving complexity of their clients' financial lives

It's time for #RIAs to break free from the comfort zones that have defined the industry for many decades.

By Rob Sandrew contributor for WealthManagement.com spr.ly/6018ZQtqG

Next up on the #WealthStack podcast? Andree Mohr of Integrated Partners! The topic? The importance of a growth partner.

Don't miss the opportunity to ask her anything! We're recording tomorrow, 3/29, so be sure to submit your Qs soon!

With volatility at historic lows and equity indexes soaring, is now the optimal time for covered-call ETFs?

⁦Integrated Partners⁩’ Stephen Kolano and ⁦RFG Advisory⁩’s Rick Wedell recently weighed in. Via Gregg Greenberg⁩ InvestmentNews 👇🏻 investmentnews.com/investing/news…

📢 We are thrilled to announce the launch of WFY Wealth Management with our new partners, Wright Ford Young & Co., enhancing their ability to serve the evolving complexity of their clients' financial lives with comprehensive solutions. Read more here: businesswire.com/news/home/2024…

Stocks dip after a hot #PPI print ♨️

Tom Graff🔸 & Integrated Partners’ Stephen Kolano discuss the outlook for markets and the Fed following this week’s inflation data with Nicole Petallides: twitter.com/i/broadcasts/1…

Key to understanding this morning's PPI report and the unexpected increase is the fact that rent or the cost of imported goods according to our chief investment officer Steve Kolano, on this morning's #Trading360 with Nicole Petallides Schwab Network

Our Chief Investment Officer, Steve Kolano will join Nicole Petallides for #Trading360 on Schwab Network at 11:50 am ET today to discuss this morning's PPI report. Tune in live at schwabnetwork.com

📰📰 #ICYMI Earlier this week we announced the arrival of CoFi Advisors. 'We’re delighted that they have chosen Integrated, and we’re very much looking forward to helping power their growth journey.' Learn more about the CoFi team via InvestmentNews: investmentnews.com/advisor-moves/…

Integrated Partners, a CPA-focused hybrid #RIA and office of supervisory jurisdiction of LPL Financial with over $17 billion in AUA, added CoFi Advisors, a Portsmouth, N.H.-based practice with about $185 million in #assets . spr.ly/6015XiyZF

📢📣We are thrilled to welcome the team at CoFi Advisors to Integrated Partners. Colin, Wheeler & Shania are destined for great things and we look forward to supporting them. Read more about yesterday's news via WealthManagement.com: wealthmanagement.com/ria-news/integ…

📢Please join us in welcoming, Wheeler Crowley and CoFi Advisors as our newest affiliate partner! We look forward to powering their growth journey as they achieve their entrepreneurial goals.
businesswire.com/news/home/2024…

'When you become more intentional in your efforts and stop being accidental, that's when true growth becomes consistent.' Our Matt Ackermann talks to achieving continued growth with Craig Clark Nitrogen and Shannon Rosic WealthManagement.com

Mark your calendars for tomorrow's 'Unveiling the Truth About Growth in Advisory Firms,' webinar at 2:00 pm ET with our own Matt Ackermann alongside Craig Clark Nitrogen and Shannon Rosic. To register:🔗wealthmanagement.com/webinars/navig…🔗

Mark your calendars! ⬇️🎧💥