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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 States , Rob Sandrew , Paul Saganey , David Petoskey , Stephen Kolano , David Canter , Presidentjoshuam Barron , Wealthcare Management Services , Financial Services Group , Integrated Partners , Services Group , Chief Growth Officer Rob Sandrew , Managing Director , Investments Stephen Kolano , Wealth Management , Diplomat Beach Resort , Hollywood Beach , Bluespring Wealth Partners President David , Bluespring Wealth Partners President David Canter ,

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 States , Stephen Kolano , Presidentjoshuam Barron , Rob Sandrew , Paul Saganey , David Petoskey , David Canter , Wealthcare Management Services , Financial Services Group , Integrated Partners , Services Group , Chief Growth Officer Rob Sandrew , Managing Director , Investments Stephen Kolano , Wealth Management , Diplomat Beach Resort , Hollywood Beach , Bluespring Wealth Partners President David , Bluespring Wealth Partners President David Canter ,

Advisor Attrition Becoming Fate Worse Than Death

Advisor attrition is becoming increasingly common as next-gen talent consider their options and they want ownership. ....

Jim Cahn , David Canter , David Devoe , Catherine Williams , Martine Lellis , Alicia Chandler , James Hughes , Dustin Mangone , Dimensional Fund Advisors , Devoe Co , Wealth Enhancement Group , During Devoe Company , Live Oak Bank , Dimensional Fund , Practice Management Catherine , Bluespring Wealth Partners , Bluespring Wealth Partners President David , Mercer Advisor , Live Oak , Street Funding President Alicia Chandler ,