National financial planning and RIA advisory firm Integrated Partners has added a Colorado-based firm to its growing network of affiliate partners.
PRISM Financial Strategies is a $225 million RIA business led by managing partner and financial strategist Jeff Engelman, whose career began in wirehouses including Morgan Stanley.
Along with colleagues Shelly Schell and Amy Shroff, Engelman sought independence with the establishment of PRISM in 2017. The firm serves a wide range of clients including individuals, families, and corporate clients, with a specific niche carved out of the unique needs for women.
Their decision to join Integrated was driven by the solutions and services offered.
“Our team will greatly benefit from access to Integrated's full suite of services, including the dedicated Business Owner Solutions, Corporate and Group Benefits, and Family Office divisions,” said Engelman. “This will further strengthen our team of compassionate specialists, empowering us in the delivery of invaluable insights, proactive guidance, and customized solutions. Additionally, the seamless transition process will ensure minimal impact on our clients."
Beyond content generation and execution, firms that can offer answers around governance, transparency, and supervision are set to pull ahead in the next leg of the AI race.
The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues.
Rising drug and outpatient costs are pushing plan members to demand more financial guidance and most insurers are falling short.
Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.
FINRA's proposed rule filing would create a new 10-day fraud delay and nearly triple the maximum hold period for exploited senior investors.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
