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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 News provided by Share this article Share this article 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 News provided by Share this article Share this article 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 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 News provided by Share this article Share this article 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 ....