Updated Friday, August 1, 2014 as of 6:36 PM ET

Email This Article

Wealth Manager Targets CPA Firms for Partnerships

Michael Cohn

Accountants who want to offer wealth management services for clients can benefit from a knowledgeable partner, and thatís what Paul Saganey, president of Integrated Financial Partners, hopes to provide.

Login for Registered Users:

Log in below to email an article:

Lists
2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here