Integrated Partners Continues Acquisition Push With $331M Prout Financial

Published on March 17, 2025

The Traverse City, Mich-based advisors will join Integrated while continuing to host their weekly local radio show on financial literacy.

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UBS Awards CEO Ermotti $17M Amid Political Scrutiny

March 17, 2025
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One of Those Times

March 17, 2025
During the onset of the COVID crisis, I made a note to myself to write an update in five years to discuss what happened to the markets since that trying period of time. This week, I received a task alert in Salesforce reminding me to write that update.