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."
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
