Integrated Partners Launches AI-Powered Advisor Dashboard

Published on June 10, 2025

The partnership with Invent, says CEO Paul Saganey, represents a re-imagination of how advisors work.

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12 States With the Highest Average Estate Tax Payments

June 10, 2025
In these states, high-net-worth people who died shared plenty of their wealth with the IRS.      Related StoriesIRS Posts Individual Ruling on an Inherited Retirement Annuity10 Good, Cheap Stocks to Buy Now: Morningstar10 States Where the Top 5% Earn the Most

Senate Plans to Deliver Trump-Backed Tax Breaks on Tips, Overtime

June 10, 2025
A House Republican warned senators earlier Tuesday that those breaks were a must-have for the final tax bill.      Related StoriesIntegrated Partners Launches AI-Powered Advisor DashboardFired Edward Jones Advisor Wins a Cleanup of His RecordJohnson Urges Senate to Minimize Changes to $40,000 SALT Deal