Independent Financial Partners selects Compliance Risk Concepts for Broker-Dealer Filing

TAMPA, Fla., 06/18/2018 – Independent Financial Partners (IFP) has chosen Compliance Risk Concepts (CRC) to implement its broker-dealer filing. The Tampa-based RIA announced on April 6 its separation from LPL Financial in favor of creating its own broker-dealer (BD).

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Independent Financial Partners to Launch Broker-Dealer

Tampa, FL, April 6th, 2018 — Independent Financial Partners (IFP), an SEC-registered investment adviser (RIA) and office of supervisory jurisdiction (OSJ) for LPL Financial (LPL), has informed LPL of its intent to create its own broker-dealer, to be up and running within the next 12 months.

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Seven IFP Plan Advisors Ranked Among Top US Retirement Plan Advisors   

Independent Financial Partners (IFP) is proud to announce that 7 affiliated IFP Plan Advisors have been recognized among the 2017 Financial Times Top 401 Retirement Plan Advisors. The list is produced by Financial Times, a leading financial industry publication, in collaboration with research partner Ignites Research, a subsidiary of the publication that provides business intelligence on asset management.

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Independent Financial Partners becomes Office of Supervisory Jurisdiction, bolsters staff to improve advisor services

TAMPA, Fla., June 30, 2016 — Independent Financial Partners (IFP), a hybrid-RIA headquartered in Tampa, Florida, has been named an office of supervisory jurisdiction (OSJ) and has expanded its staff to further improve its ability to provide personal support to its advisor network.

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Independent Financial Partners Creates Women’s Advisory Council to Encourage Success of Female Advisors

Independent Financial Partners (IFP), a hybrid registered independent adviser in Tampa, Florida, with nearly $6 billion in assets under management, has launched a Women’s Advisory Council called Amplify, to better support their existing network of women advisors and attract more prospective women advisors to the firm.

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WSJ Voices: Advisers Need to Be Smarter About Branding: Chris Hamm

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Merger with Private Wealth Alliance strengthens institutional advisory presence for Independent Financial Partners

TAMPA, Fla., Sept. 23, 2015 /PRNewswire/ — Independent Financial Partners, based in Tampa, Florida, has merged with Private Wealth Alliance of Ft. Lauderdale, Florida, creating a unique marriage of the hybrid RIA platform and the institutional advisor channel.

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2015 Inaugural IFP Plan Advisors National Conference

This year’s Forum will be hosted by Kim Shaw Elliott, IFP Plan Advisors President and in-house ERISA Counsel and will feature a fast paced agenda focused on actionable take-a-ways designed to help you better grow and manage your business.

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Independent Financial Partners Plan Advisors Advocates for Retirement Plans on Capitol Hill

TAMPA, Fla., Sept. 8, 2015 — Two members of IFP Plan Advisors, a division of Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser, were selected as delegates to the National Association of Plan Advisors’ (NAPA) D.C.

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New director of recruiting brings expansive network to Independent Financial Partners

TAMPA, Fla., June 30, 2015 – Independent Financial Partners, already one of the largest firms in the hybrid RIA sector, has hired a new director of recruiting to expand its rapidly growing advisor network. 

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Independent Financial Partners Inducted Into The Gator100

On February 6, 2015, The University of Florida held its inaugural Gator100 Awards Gala honoring the 100 fastest-growing business either owned or led by University of Florida alumni anywhere in the world.

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