The accounting industry is under pressure. For example, fee compression is an issue for many accounting firms. Competition for many accounting firm services is intensifying...
John C. Pastore is a senior vice president at Integrated Partners. He helps support Integrated Partner’s network of more than 200 advisors by connecting them with CPAs nationally...
While the quality of the investment products is critical, there is also no shortage. For many advisors, their selection of and connection to investment products is due to their wholesaler...
When entrepreneurs negotiate with other parties to get a deal done, they often have two key ideas guiding them:
• I need to come out of the process a winner, and• It’s not my concern if the...
Andree Mohr is chief implementation officer for Integrated Partners, a leading financial advisory firm. Mohr has helped to develop and grow the Waltham, Mass...
