Integrated Partners, a Boston-based registered investment advisory firm managing $7.8 billion, has hired Stephen Kolano as managing director, investments for its integrated family office.
Kolano spent over 19 years at BNY Mellon in multiple roles, most recently as chief investment officer for BNY Mellon Investor Solutions. He began his career at JPMorgan Chase, Integrated Partners said in a press release Wednesday.
[More: Tom Naratil to leave UBS]
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
