Displaying 11 results
California CPA firm wades into wealth with RIA partnership
Orange County accounting firm collaborates with Integrated Partners to launch a wealth management division.
Integrated Partners picks up New Hampshire advisor team from Ameriprise
Two advisors have switched to the $17B AUA firm.
Integrated Partners reports milestone year, with $3B in assets added in 2023
The firm also launched an insurance division and made its first acquisition.
Industry powerhouses team up to launch holistic wealth management firm
New entity combines capabilities of $13 billion national RIA with those of an accounting services firm.
What advisors need to tell clients traveling abroad this summer
Financial advisors nationwide are taking calls from clients asking about what they should have in place prior to international travel.
Integrated Partners hires former BNY Mellon CIO
Stephen Kolano will head investments for the firm’s integrated family office.
Integrated Pension Services acquires Benefits 21
The acquired business was the pension administration arm of Friedman, a New York-based CPA firm.
How to prepare now for a better tax year in 2014
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
You have found your first CPA partner … Now what?
Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.
How to use CPAs to attract new business
Though the trend of CPAs seeking financial advisory licenses does exist, many successful CPAs believe partnering with top financial advisers is their best way to bring optimum services to their clients.
How to generate more CPA referrals
To be referable to the clients of CPAs, you need to be recognized as being a top 2% financial adviser. Are you?
