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Integrated Financial Partners Identified as a 2019 Best Place to Work for Financial Advisers, by InvestmentNews

The firm ranked 28th overall out of 75 companies recognized, and the honor is bestowed on the heels of Integrated winning "best places to work" recognition from the Boston Globe and Hartford Courant.


News provided by

Integrated Financial Partners

Apr 16, 2019, 11:15 ET

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BOSTON, April 16, 2019 /PRNewswire-PRWeb/ -- Integrated Financial Partners, a national financial planning and registered investment advisory firm, is proud to announce that it has been recognized as a 2019 recipient of the prestigious "Best Places to Work for Financial Advisers" honor, an accolade bestowed upon seventy-five financial advisory firms annually by InvestmentNews. A perennial recipient of "best places to work" recognition in Massachusetts and Connecticut, Integrated takes tremendous pride in creating a work environment that empowers financial advisors to grow thriving independent businesses.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program, now in its second year. This marks the first year Integrated has been nominated for the honor. The firms chosen go through a rigorous evaluation process that takes into account company culture, benefits, career opportunities, employee survey responses, and more.    

“We’re proud of our partnership with Integrated and share with them a passion for taking care of advisors so they can take care of their clients. This recognition is well-deserved, and a strong endorsement of the value Integrated provides to its advisors.” - Dan Arnold, CEO, LPL

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"There is a very simple way to assess the health of your company culture, and the quality of the work environment you deliver for financial advisors every day," said Paul Saganey, president and founder of Integrated. "Take a look around you. Do advisors and your team stay for the long haul? Are they growing? Are they happy with the entrepreneurial support you deliver to them day in and day out? We are so honored to be recognized for our efforts in creating a fantastic team ecosystem, by a publication of InvestmentNews' renowned industry authority."    

"InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and planning advice," said Suzanne Siracuse, CEO/Publisher, InvestmentNews. "They are role models for other firms in the industry who are striving to improve their own human resource policies and practices."

In late 2018, Integrated introduced a new website, and announced growth of approximately one billion of brokerage and advisory assets for the year. The firm's "We believe in advisors" messaging was introduced to signify its unwavering commitment to supporting independent advisors and empowering them to grow their businesses on their terms, their way.

Dan Arnold, CEO, LPL Financial, adds: "We're proud of our partnership with Integrated and share with them a passion for taking care of advisors so they can take care of their clients. This recognition is well-deserved, and a strong endorsement of the value Integrated provides to its advisors. We congratulate them for being recognized as a Best Place to Work."

Integrated has plans for continued expansion in 2019 and beyond – to include innovative client/advisor service offerings, and advisory teams themselves, nationwide. The firm recently announced the launch of a family office, key new hires and an exceptional group of new advisors. In addition to strong concentrations of advisors in the northeast and southwest, the firm is actively looking for advisors interested in joining, from across the United States. Integrated remains on pace to surpass 2018 advisor and asset growth, by mid-2019 and likely before.

For more information, please visit http://www.ifpadvisor.com or e-mail [email protected]

About Integrated Financial Partners

Since 1996, Integrated Financial Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated Financial Partners has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people's lives. Integrated Financial Partners supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Bonhill Group.

The financial consultants of Integrated Financial Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial.

MEDIA CONTACT:
Jason Lahita
Chief Communications Officer
[email protected]
973-460-7837

SOURCE Integrated Financial Partners

Related Links

http://www.ifpadvisor.com

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