We want to ensure we keep everyone updated on the progress of IFP’s work towards broker-dealer status. As such, we’re excited to bring you this first broker-dealer update.
- This week we did the following action items:
- New employees
- Signed agreements with Redi2 Technologies, Agreement Express, and Compliance Risk Concepts
- Approval from LPL to begin relationships with non-LPL custodians
- More on the Pershing platform demos
- A transition package update
- Significant employer plan capability and resource upgrades
Agreement Express, Redi2 Technologies, and Compliance Risk Concepts are not affiliated with IFP or LPL Financial.