Independent Financial Partners (IFP), a multi-custodial RIA and soon-to-be broker-dealer with over 500 advisors nationwide, specializing in wealth management and retirement plan consulting, has announced that it has partnered with Wealthbox and selected BNY Mellon’s Albridge to provide an enhanced experience for advisors.Read More
Tampa, Fla., 10/26/18 – Independent Financial Partners has achieved their certification from the Centre for Fiduciary Excellence, LLC (CEFEX) for the fourth year in a row. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices.Read More
Independent Financial Partners (IFP), a multi-custodial RIA with ~500 advisors nationwide, specializing in wealth management and retirement plan consulting, has announced that it will partner with New York-based financial wellness technology company, Advizr, Inc., to provide its advisors with access to the robust financial wellness solution, Advizr WorkPlace.Read More
Tampa, Fla., 9/26/2018 – As Independent Financial Partners (IFP), currently a hybrid RIA with LPL Financial (LPL), prepares to launch its broker-dealer, the firm has invested significant resources into technology that allows its advisors to run their businesses as they see fit.Read More
Tampa, Fla., 07/18/2018 – Independent Financial Partners (IFP) has hired Bill McCauley as Chief Financial Officer, adding valuable talent to its executive team ahead of the launch of the firm’s broker-dealer.Read More
TAMPA, Fla., June 27, 2018 – Independent Financial Partners (IFP), has hired Jeff Acheson, President of the National Association of Plan Advisors (NAPA), as Divisional President of IFP Plan Advisors, the firm’s plan-focused division servicing advisors specializing in employer plan advising and consulting.Read More
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).Read More
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.Read More
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.Read More
TAMPA, Fla., March 24, 2016 — Seven young advisors from IFP Plan Advisors, a division of hybrid RIA Independent Financial Partners (IFP) in Tampa, Florida, have been named among the National Association of Plan Advisors (NAPA) 2016 Top Retirement Plan Advisors Under 40, more than any other firm represented on the list.Read More
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.Read More
TAMPA, Fla., February 16, 2016 – IFP Plan Advisors, a division of hybrid-RIA Independent Financial Partners in Tampa, Florida, is launching its Retirement Resource Desk, a new offering of specialists and tools to support the reporting and business development needs of its advisors.Read More
TAMPA, Fla., Feb. 4, 2016— Independent Financial Partners (IFP), a hybrid-RIA based in Tampa, Florida, with more than 450 advisors and nearly $6 billion in assets under management, has opened a new home office in Phoenix, Arizona, the first of several regional offices the company plans to roll out across the country in the near future.Read More
TAMPA, Fla., Nov. 1, 2015—As part of its investment to grow and develop the IFP Plan Advisors group, Independent Financial Partners, a hybrid registered independent adviser in Tampa, Florida, will hold its first national retirement plan conference, Forum 2015, Nov.Read More
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.Read More
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.Read More
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.Read More
Tampa, Fla., August 11, 2015 – Independent Financial Partners (IFP), which has quickly grown to become one of the most robust RIAs in the retirement plan sector, has added new leadership to its recently rebranded IFP Plan Advisors group.Read More
Sept. 22, 2014 — It’s an important question for advisory firm owners to ask, says Independent Financial Partners CEO William Hamm, Jr.: What happens to my clients if I have to quit working unexpectedly?Read More
IFP is proud to announce that 7 affiliated IFP Plan Advisors have been recognized among the 2017 Financial Times Top 401 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.Read More
Independent Financial Partners launches the IFP Women’s Advisory Council at IGNITE, the 2016 IFP National Conference on March 5, 2016.Read More
Aaron Gillman, President, Chief Investment Officer of IFP Wealth Management talks with Forbes Magazine: Gold, Gold Miners Rally From Low: How To Tell If This Uptrend Is For Real.
Serve & Protect Financial Founder, CEO, former first responder and SWAT team member, Brian McGinnis, is laser focused on helping fellow first responders.
Spending a lot of money on marketing isn’t required, but thinking clearly about what you offer clients is critical.
Join us in Scottsdale Arizona November 3rd thru 5th as we bring together the exclusive members of IFP Plan Advisors to share ideas and strengthen our collective commitment to our combined retirement plan offerings.
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.Read More
IFP honored as one of the fastest-growing business owned or led by University of Florida alumni anywhere in the world.
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.Read More
Recognizing the achievements of the top 100 privately held companies in Tampa Bay.
A fast-growing independent brokerage practice of LPL Financial transformed itself this year to focus on registered investment advisor (RIA) compliance – but aims to keep the “fast-growing” part.
Hanna Joins IFP
Independent Financial Partners (IFP) has announced that Louis Hanna has joined as director of recruiting.
The wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers
An LPL firm has hired a new recruiting chief to target advisors from the wirehouse and broker-dealer channels.
Video: Independent Financial Partners, No. 12 on the Fast 50 List.
Of the many ways to go independent, one Merrill advisor found his bliss at an RIA/independent broker-dealer affiliate that he credits with tripling his revenue.
“The advisor was doing $450,000 of gross revenue, which at Merrill means he keeps about $150,000 of that — 40% give or take,” says William Hamm, CEO of Independent Financial Partners (IFP), one of the nation’s largest RIA firms.
The 16-year-old son of a part-time space center employee had dreamed of becoming an astronaut until tragedy struck in the summer of 2005: He suffered a traumatic brain injury that left him developmentally disabled.
As the financial services industry continues to evolve with different channels of back-office support, smaller practices have greater opportunities for ownership, the ability to customize the way they serve their clients as well as greater financial rewards.
The wealth industry’s branch managers bring out the best in their advisors. Like the coach of a winning team, a top branch manager helps guide his or her advisors through good times and bad.
Bill Hamm was facing some difficult news a year ago for Independent Financial Partners, the company of which he was CEO and had launched in 2000. It was not on how to deal with the explosive 1,000 percent growth the company had experienced the year before, but an internal issue.
The buzz has begun in advance of Focus13, the giant conference for gigantic independent broker-dealer LPL Financial, which will bring hundreds of advisors together for three days of technology launches, continuing education sessions, compliance workshops and networking opportunities between advisors and home-office partners.
The Tampa Bay Business Journal has named its finalists for its list of the 50 fastest-growing privately held companies in Tampa Bay.
Erik Aschenbrenner was named chief operating officer and John Whisenant was named registered investment advisor chief compliance officer at Independent Financial Partners.
Independent Financial Partners
Client Mix: Mixed
Affiliation: Dually Registered
Total AUM: $3,357,636,270
Independent Financial Partners
Affiliation: Dually Registered
Client Mix: Mixed
Assets 2009: $278,000,000
Assets 2012: $2,800,000,000
3 Year Annual Growth Rate: 116%
Bosch Financial recently announced that its Registered Investment Advisory firm, Independent Financial Partners, has been named one of Forbes Magazines’ “Top 50 Wealth Managers – Giant RIA’s” for largest Registered Investment Advisors in the nation.
BROWSE OUR LISTS OF THE TOP 50 WEALTH MANAGERS BY CATEGORY
Independent Financial Partners (IFP) launched the IFP Insurance Group, a platform to support all independent financial advisors while expanding in-house professional services to work directly with IFP advisors.
The largest registered investment advisor firm in Florida has launched an insurance group.
Independent Financial Partners hired Jayne Alford as managing director of IFP Insurance Group and Kelle Schnabel as insurance services specialist.
Independent Financial Partners (“IFP”) (www.ifpartners.com), one of the nation’s 50 largest Registered Investment Advisory firms*, today announced the launch of IFP Insurance Group. The platform supports all independent financial advisors while expanding in-house professional services to work directly with IFP advisors. Locally integrating product knowledge with innovative planning strategies in a consistently familiar support system greatly enhances advisor efficiency and effectiveness.
Brendan Kelly’s clients were a married couple in their sixties. Both were still working. Financially, they were ready for retirement, says Kelly, president of Somerset Capital Advisors in Berwyn, Pa. At Kelly’s recommendation, the couple opened 529 accounts for each of their four grandchildren.
IFP is recognized by the Business Journal for impressive growth in 2011 and continued success in the local market.
Revenue at the largest privately owned companies in the Tampa Bay area grew an average 23 percent in 2011, far outpacing many measures of economic growth.
With 478 advisors in 40 states, Independent Financial Partners is LPL’s largest branch, but the Tampa, Fla., based firm certainly won’t rest on those laurels.
Independent Financial Partners of Tampa, Fla., an independent RIA that uses LPL Financial (LPLA) as its broker-dealer, said Wednesday that it brought on 45 financial advisors in the second quarter. Plus, the RIA network had a 53% increase in revenue in Q2 compared with the year-ago period.
Revenue for Independent Financial Partners jumped 53 percent in the first six months of 2012, compared to the same period in 2011.
Independent Financial Partners added 45 new financial advisors to its RIA business in the 2nd quarter and grew revenue by 53% from a year earlier.
Independent Financial Partners added 45 financial advisors to its RIA network in the second quarter as it boosted revenue 54% from a year earlier.
#2, percentage growth top 5
William E. Hamm, CEO
Jennifer Tanck, president
Independent Financial Partners, a wealth management company in Tampa, has seen a revenue increase of more than 1,000 percent since 2009. In 2011, the company posted $25.1 million in revenue, compared to $1.2 million in 2009.
Administrative Assistant at Independent Financial Partners
Campana’s responsibilities include administrative support and assisting in other business tasks.
President Jennifer Tanck outlines the benefits of using CNG-SAFE as a solution to several issues as workflow grows with the firm.
Independent Financial Partners President Jennifer Tanck discusses the Oversight Advisory Act of 2012 and self-regulation for independent financial advisors in Margie Manning’s piece for the Journal.
*The opinions expressed in this material do not necessarily reflect the views of LPL Financial.
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Independent Financial Partners, one of LPL Financial’s largest branches by revenue, had a surge of growth in the first quarter, increasing revenues by 65% and adding 47 professionals to the firm, the company announced.
Independent Financial Partners Inc. posted $20 million in revenue in the first quarter of 2012, a 65 percent increase from the first quarter of 2011.
Making the right connections has been a springboard for growth at Independent Financial Partners.
The wealth management firm, which supports independent financial advisors throughout the United States and has $35 billion in assets under advisement, saw its network swell from 85 advisors in 2008 to more than 400 advisors at the end of 2011, a 372 percent increase.
Stace Hilbrant, a member of the IFP network and managing director of 401k Advisors LLC in Willmette, Illinois, won the prestigious 2012 PLANSPONSOR Retirement Plan Advisor of the Year award.
IFP offers a broad range of investment and risk management products, some of which are commission-based, which I’ve always been against due to the conflicts involved. But in recent years, I’ve come to believe that the benefits of having all a client’s needs met by one advisor outweigh the potential conflicts.
Darla Mercado writes about Independent Financial Partner’s outstanding growth in 2011, highlighting the notable number of advisors added to our network. IFP President Jennifer Tanck offers commentary.
In 2011, RIA Independent Financial Partners witnessed substantial growth in revenue, client AUM, and the number of financial advisors in its network.
When LPL Financial, a self-clearing independent broker/dealer, rolled Pacific Life’s broker/dealers onto its self-clearing platform in 2009, many advisors protested. But for Jennifer Tanck, president of Independent Financial Partners, an LPL OSJ of 400 advisors, the changeover actually made life easier.