Integrated Advisors Network Augments Platform for Breakaways with...

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Integrated Advisors Network Augments Platform for Breakaways with Acquisition

By CFO Tech Outlook | Wednesday, January 13, 2021

As part of the contract, Jason Inglis, a twenty-year veteran of the industry and former CEO of ReDefine, joins the company's executive team to serve as President of Integrated.

FREMONT, CA: Integrated Advisors Network, an SEC-registered investment adviser, reported that they have improved their already robust capabilities with the acquisition of ReDefine Independent Advisors, an RIA consultancy company specializing in the transition to seamless wireless advisors. The acquisition would allow Integrated to draw a much broader range of financial advisors to their burgeoning Advisor Solutions Platform.

The integrated network currently represents more than 50 financial advisors from more than 30 practices in 13 states and has benefitted immensely from the trend of advisor flight to RIA space.The Financial Times named Interconnected Advisors Network as one of their FT 300: Best Registered Investment Advisors in 2019 and again in 2020.

As part of the contract, Jason Inglis, a twenty-year veteran of the industry and former CEO of ReDefine, joins the company's executive team to serve as President of Integrated. Mr. Inglis is responsible for designing and executing Integrated's strategic growth plans, with a focus on driving new consumer acquisition initiatives and the overall transformation of the company. He will head the firm's sales and marketing, and counsel financial advisors on Integrated's Advisor Solutions Platform, practice transition, business structuring, practice management, brand development, and various operational, regulatory, and protocol matters.

Integrated aims to influence the landscape of financial markets by encouraging network advisors, team members and coalition leaders to build individual equity opportunity for any financial professional by creative solutions and unmatched services. Integrated's 'Everything but the Customer' Advisor Solutions Platform provides all the technology, services and assistance for financial advisors to function a successful and compliant independent advisory practice, motivating consultants with 100 percent ownership of their company and the freedom to concentrate on their clients.

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