Cut The Wire

From the brains at IFP

Is Your Broker-Dealer Transparent?

December 10, 2018 | Author: Bill Hamm

A financial advisor hedges a great deal of their success on the broker-dealer they choose to affiliate with. The broker-dealer controls the price points for revenues by setting advisor payout percentages, and it controls the price points for expenses by setting trading costs and fixed technology expenses, among other things. As an advisor, are you …

Digital Security in an Unsecure World

December 3, 2018 | Author: Jordan Slack

By now, we’ve all heard the tales. Maybe your neighbor’s identity was stolen, a credit card was compromised, or an account was hacked, spilling personal information into the unseen corners of the dark web. Did you know you can check if your information has been compromised in a breach via the Have You Been Pwned …

The Importance of Choice as a Financial Advisor

November 27, 2018 | Author: Bill Hamm

I started in this business in 1983 with the Cigna Corporation doing fee-based financial planning on a consultative basis to clients. Cigna was one of the first firms to introduce a sophisticated comprehensive planning approach to helping clients meet their needs. More importantly, Cigna allowed me to be independent and have choice when it came …

The Birth of a Technology Platform

November 6, 2018 | Author: Jordan Slack

Prior to the launch of our broker-dealer, we saw a need for a more intuitive user experience when interacting with our firm. As we sat down at a conference table overlooking Tampa Bay in the early hours of a cool March day, our team had an epiphany. A third-party technology stack was never going to …

Outsourcing Custody and Clearing

November 1, 2018 | Author: Bill Hamm

Hey folks – Bill Hamm here. As we get closer to the broker-dealer launch, I wanted to cover some important parts of starting this new journey and what it means for IFP. Today I’ll be discussing an incredibly important topic regarding broker-dealers: custody and clearing arrangements. Although we have been an RIA for over twenty …

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