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Integrated Partners reports milestone year with $3B in assets added in 2023

Integrated Partners reports milestone year with $3B in assets added in 2023
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United statesPeter kaplanPaul saganeyRob sandrewFinancial services groupFinancial servicesWealthcare management servicesInsurance solutionsIntegrated partnersLaurel wealth advisorsServices groupOvisto wealth managementIntegrated insurance solutionsFirst american insurance

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff
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United statesAllie zendrianTom warburtonPeter kaplanasPaul saganeyPeter kaplanJosh bensonRob sandrewCoyle companyOrion advisor technologyInsurance solutionsBusiness owner solutionsIntegrated insurance solutionsFamily officedivisionIntegrated partner founderChief executive

RIA M&A dealmakers predict volume is on rise in 2023

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

United statesOverland parkGabriel garciaMario ramosLucille jonesKatie brunerRob sandrewWealth enhancement groupSkyview partnersManaging partner katie brunerDeals intelligence lucille jonesMariner wealth advisorsMariner financial wellnessAdviser investmentsRopes wealth advisorsPointe advisors

Atria s Cadaret Grant adds ex-Signature Bank team

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.

United statesBill morrisseyLaura palaciosRob sandrewEdwin milnerGabriel garciaJason kurzFirst republic bankSilicon valley bankAtria wealth solutionsFlagstar bankKestra holdingsSignature bankCadaret grantAmerican investment plannersNew york based american investment planners

Michigan-Based Firms Join Integrated Partners to Enhance UHNW Services

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

United statesRob sandrewPaul saganeyDavid petoskeyStephen kolanoDavid canterPresidentjoshuam barronWealthcare management servicesFinancial services groupIntegrated partnersServices groupChief growth officer rob sandrewManaging directorInvestments stephen kolanoWealth managementDiplomat beach resort