Approval to Move Advisory Business

Date: July 2018

BD Update: IFP advisors can now move any assets from LPL’s platform to any IFP-approved custodians.

Benefit to Advisors: Advisors continuing to stay at IFP can move assets ahead of the broker-dealer launch. This will save time and help prevent confusion later down the road.

Questions: For more information about this milestone, contact [email protected].