by Integrated Marketing | Jun 23, 2026 | Blog, Independent Advisory
The wealth management field is in the midst of a major structural shift. Advisors at wirehouses and broker-dealers are leaving in record numbers — not to retire, but to go independent. This breakaway movement has been building for years, and recent data makes it clear...
by Integrated Marketing | Jun 9, 2026 | Blog, Independent Advisory
We recently wrapped up our eighth annual Integrated Advisors Summit. Last month, a group of advisors and partners came together at the Phoenician Resort in Scottsdale to share insights and expertise, meet our technology partners, and enjoy the beautiful desert...
by FPM Admin | Apr 27, 2026 | Blog, Independent Advisory
When clients sit down with a financial advisor for the first time, they’re usually not thinking about asset allocation or portfolio construction. Instead, they’re asking themselves a simpler, more personal question: Can I trust this person? The answer to that question...
by Integrated Marketing | Feb 17, 2026 | Blog, Independent Advisory
The trends speak for themselves: More and more advisors are choosing independence — and there’s little reason to expect that momentum will change anytime soon. A recent study from Cerulli Associates found that advisor headcount at independent RIAs is projected to grow...
by The Integrated Team | Oct 17, 2023 | Alliance Program, Blog
As we step into the final quarter of the year, it’s imperative for independent financial advisors to assess their strategies and capitalize on the opportunities that lie ahead. At Integrated, we understand the dynamic nature of the financial industry, and...
by The Integrated Team | Aug 15, 2023 | Blog, Team Fun
Summer movies are the best. And, the summer movie season is always anticipated and full of fanfare. Moviegoers have more time. Studios often grandstand crowd pleasers. Here are the Top Four Summer Movies Our Team Recommends: Warner Bros. Barbie defines...
