Integrated Partners, a Boston-based registered investment advisory firm managing $7.8 billion, has hired Stephen Kolano as managing director, investments for its integrated family office.
Kolano spent over 19 years at BNY Mellon in multiple roles, most recently as chief investment officer for BNY Mellon Investor Solutions. He began his career at JPMorgan Chase, Integrated Partners said in a press release Wednesday.
[More: Tom Naratil to leave UBS]
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
