Select Wealth Advisers Selects Integrated Advisors Network
Veteran boutique IBD advisory firm decides to gain more independence and freedom for themselves and their affluent investor clients
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HENDERSON, Nev., April 21, 2021 /PRNewswire/ Integrated Advisors Network today announced the addition of Select Wealth Advisers to their Advisor Solutions Platform. The switch to Integrated furthers the trend of advisor teams pulling up stakes at more traditional Independent Broker/Dealers and Wall Street firms for greater flexibility in running their practices and the lure of independent ownership.
Mitchell D Horst We could not be happier with our partnership at Integrated. We are excited to see what the future looks like when two like-minded teams come together to benefit the most important relationship, the client, said Mitchell D. Horst, CEO of Select Wealth Advisers.
Two Alternative Investment Directors Depart Morgan Stanley to Launch All Source Investment Management
All Source is a veteran-owned small business founded on the partners experience with affluent investors and alternative investments
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HARTFORD, Conn., Jan. 14, 2021 /PRNewswire/ Morgan Stanley alums Justin Bernier and Patrick Kennedy today announced the formation of All Source Investment Management, a partnership aimed at expanding services to the growing accredited investor market. The Connecticut-based group will continue helping successful individuals invest more like institutions by integrating traditional portfolio strategies with alternatives, such as private equity and hedge funds.
Integrated Advisors Network Builds Out Pathway for Breakaways RIA support platform Integrated Advisors Network has acquired consultants ReDefine Independent Advisors in an effort to build out a more dedicated offering for breakaway wirehouse advisors.
Integrated Advisors Network, a Palos Verdes, Calif.-based support platform for registered investment advisors, has acquired ReDefine Independent Advisors, an RIA consulting firm, to build out a dedicated offering for breakaway advisors. As part of the deal, the firm has named ReDefine CEO Jason Inglis as its new president.
Since Integrated Advisors Network, an SEC-registered RIA, was launched in 2015, it has been getting the majority of its business through referrals from the custodians, including Fidelity, Schwab and TD Ameritrade, Inglis said. The firm was not having much luck with wirehouse advisors. Although he didn’t come out a wirehouse himself, Inglis has experience helping wirehouse advisors transition to running a
Integrated Advisors Network Enhances Platform for Breakaways with Acquisition
Integrated s Advisor Solutions Platform offers financial advisors the technology, services, and support needed to operate a successful and compliant independent advisory practice
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PALOS VERDES, Calif., Jan. 7, 2021 /PRNewswire/ Integrated Advisors Network, a SEC-registered investment advisor, announced today that they have bolstered their already robust capabilities by acquiring ReDefine Independent Advisors, an RIA consulting firm specializing in transitioning breakaway wirehouse advisors. The acquisition will empower Integrated to attract a much wider array of financial advisors to their burgeoning Advisor Solutions Platform.
Jason F. Inglis, President - Integrated Advisors Network