Cut The Wire

From the brains at IFP

IFP Hires New Chief Compliance Officer

July 17, 2019 | Author: Max Griendling

IFP has hired a new chief compliance officer. Former CCO Tim Moyer will be moving to a lead role overseeing the firm’s supervision unit.

IFP announces termination of LPL contract

May 21, 2019 | Author: Max Griendling

Officially launches independent broker-dealer Tampa, Fla. May 22, 2019 – Independent Financial Partners (IFP) has announced the official termination of their contract with LPL Financial (LPL) today, and that the firm has begun the process of transitioning to its new independent broker-dealer entity. Leaving LPL with more than 200 advisors and thousands of client accounts, …

The Presence of Problems and Process of Resolution

March 28, 2019 | Author: Jordan Slack

Problems are everywhere and it’s a natural human tendency to avoid them; however, try as we might, they don’t just go away. Even the best-laid plans typically encounter an unexpected hitch or set back due to wildly unpredictable events. So, what can we do about it? Many successful individuals and companies have a very specific …

The Technology Hassle Factor

March 4, 2019 | Author: Aaron Gilman

Technology is one of those things in life that’s constantly changing, forcing us to relearn systems, adapt and overcome. Call it forced adaptation. Call it annoying and counterintuitive at times. However, technology can be the answer to a difficult problem or just the tool we need to make our lives a bit easier from day …

2018: A Year in Review

January 16, 2019 | Author: Chris Hamm

2018 was a watershed year for IFP. At the beginning of the year, we made the decision to do something exciting and risky — leave our current broker-dealer, LPL Financial, and create our own. That meant informing LPL of our intent and hoping they would work amicably with us. That meant informing our clients, the …

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