Integrated Partners, a Boston-based registered investment advisory firm with $7.8 billion in assets, said Tuesday that one of its affiliates, Integrated Financial Partners, had acquired another firm and as a result, almost doubled its assets, to $810 million.
Fairfax, Virginia-based Integrated Financial Partners, led by Leal Deddens and Shawn Wilson, previously had $450 million in client assets, according to a statement by the companies. It acquired Wagner Resources Group, an RIA based in McLean, Virginia.
Two advisers from Wagner will join Integrated Financial Partners, bringing its team to 9, including five advisers and four staff members.
Terms of the deal were not disclosed. Integrated Partners has 160 advisers and 60 regional offices.
US equity futures are up ahead of trade talks with China.
Strategist continues to favor bonds over stocks for 2025.
Talks are reportedly underway with Cantor.
New proposal could mean some would pay a total of more than half of what they earn.
Gaps revealed in knowledge about employer-sponsored caregiving programs.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.