Transition Assistance Announced

Date: June 2018

BD Update: IFP advisors will receive five (5) basis points on advisory or brokerage assets moved to Pershing’s platform. This also applies to any direct assets moved over. They an advisor wishes to relinquish their equity offering, IFP will offer up to ten (10) basis points.

Benefit to Advisors: Advisors will no longer be simple employees under the IFP brand; they will now own equity in the broker-dealer that supports their business.

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


Pershing is a separate entity from LPL Financial and IFP.