Rob Sandrew News Today

The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.

While former SVB and First Republic advisors are getting more attention, the private equity-backed firm added its largest recruit in 2023 from another shuttered bank.

Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.

Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.

Chief Growth Officer Rob Sandrew describes how Integrated Parters' acquisition of Laurel Wealth fits into its "deliberate" M&A strategy.

As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.

Integrated Partners makes first acquisition in history with Southern California RIA as the firm embarks on “deliberate” M&A strategy.

/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces a special series of...

Press release content from Business Wire. The AP news staff was not involved in its creation.

The RIA hopes both to free up senior advisors to work on more complex tasks and offer opportunities for talent new to the industry.