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Integrated Partners Adds 2 Michigan-Based Advisor Practices

Integrated Partners is expanding its presence in the Midwest, adding two advisory teams based in Michigan to its advisor network. Wealthcare Management…

United statesBloomfield hillsWealthcare management servicesFinancial services groupIntegrated partnersManagement servicesServices groupReaking news

Michigan-based Firms Join Integrated Partners to Enhance UNHW 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 statesStephen kolanoPresidentjoshuam barronRob sandrewPaul saganeyDavid petoskeyDavid canterWealthcare management servicesFinancial services groupIntegrated partnersServices groupChief growth officer rob sandrewManaging directorInvestments stephen kolanoWealth managementDiplomat beach resort

10 private equity giants behind the ophthalmology industry

Discover the 10 largest private equity companies in ophthalmology, from Blue Point Capital Partners to Advancing Eyecare. Learn about their services, partners a

United statesPrism vision groupPoint capital partnersVision partnersVision groupSouth partnersIntegrated partnersCare partnersAtlantic streetPrivate equityBlue point capital partnersAscend vision partnersEtina consultants of americaPrism vision groupEyesouth partnersVision integrated partners

LPL recruits $3 billion CG Advisor Network | Financial Planning

CG Advisor Network leaves Geneos Wealth and changes its primary custodian from Schwab's TD Ameritrade.

United statesWest conshohockenAnthony mazzaliDavid devoeScott posnerTd ameritradeCetera financial groupWealth enhancement groupDevoe coCommerce bank financial advisorsInvestors networkCg advisor networkAdvisor groupBoenning scattergood private client groupFinancial resources group investment servicesCharles schwab

$2.25B Solana Beach RIA Firm Acquired - San Diego Business Journal

$2.25B Solana Beach RIA Firm Acquired - San Diego Business Journal
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New yorkUnited statesSolana beachSan diegoLa jollaLee tripodiRob sandrewPaul saganeySmith barney shearsonMark welshBranch administrationFinancial servicesSolana beach registered investment advisoryLaurel wealth advisorsIntegrated partnersIntegrated partner

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