Press Releases


IFP Plan Advisors Offers Financial Soundings’ Retirement Readiness Service to its Advisors

TAMPA, Fla., OCT 14, 2016—Independent Financial Partners (IFP), a registered investment adviser and a comprehensive financial advisor support firm in Tampa, Florida, is providing a new retirement readiness service to the advisors in its IFP Plan Advisors division.

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Independent Financial Partners devotes annual Plan Advisors conference to fiduciary rule

‘Forum ‘16: Equipped’ to offer advisors tools, knowledge as they adapt to new regulation

TAMPA, Fla., September 16, 2016 — IFP Plan Advisors, a division of Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser that provides support services to advisors across the country, wants its advisors to fully embrace the new fiduciary rule as a way to stand apart from their competitors.

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Independent Financial Partners adds seven to central team to support growth and expansion of services

TAMPA, Fla., August 19, 2016 — Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser that provides support services to more than 480 advisors across the country, has expanded its central staff to maintain its continued growth and evolution.

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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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IFP Plan Advisors earns highest number of spots on NAPA’s Top Retirement Plan Advisors Under 40 rankings

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.

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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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IFP Plan Advisors Expands Portfolio of Services

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.

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Independent Financial Partners opens first regional office in Phoenix

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.

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IFP Plan Advisors to host inaugural national conference in Scottsdale, Arizona

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.

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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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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 Reaffirms Its Strength in the Retirement Plan Advisor Market

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.

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Planning for an Unexpected Ownership Transition

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?

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News


IFP Plan Advisors Teams With Financial Soundings

  • Independent Financial Partners (IFP), is providing a new retirement readiness service to the financial professionals in its IFP Plan Advisors division.

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    President, IFP Plan Advisors Panelist at Excel 401(k) Conference in Las Vegas

  • On Tuesday, October 4th, Kim Shaw Elliott, President of IFP Plan Advisors, will be a panelist at The Excel 401(k) Conference, held at Planet Hollywood in Las Vegas. Kim will share her ideas and wisdom on the topic “Leveraging New Regulations to Maximize Profitability.” If you’re attending, stop by and say hello to Kim.

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    President, IFP Plan Advisors Attends Napa DC Fly-in

  • Kim Shaw Elliott will be at this important event in Washington DC, September 20 – 21 of this year. The fly-in is a convergence of elite advisors working to align the industry’s goals, along with national policymakers, to then return home with new, critically important information to better serve clients.

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    ThinkAdvisor Highlights IFP’s Women’s Advisory Council

  • Independent Financial Partners launches the IFP Women’s Advisory Council at IGNITE, the 2016 IFP National Conference on March 5, 2016.

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    President, CIO of IFP Wealth Management, discusses gold and gold miners rally with Forbes.

  • 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.

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    IFP Plan Advisors President discusses OSJ support for plan advisors.

  • IFP Plan Advisors President, Kimberly Shaw Elliott, describes the evolution of the OSJ and how choices for retirement plan advisers, in the form of home office, are increasing on all levels.

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    IFP practice, Serve & Protect Financial, on a mission to serve first responders.

  • Serve & Protect Financial Founder, CEO, former first responder and SWAT team member, Brian McGinnis, is laser focused on helping fellow first responders.

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

  • Spending a lot of money on marketing isn’t required, but thinking clearly about what you offer clients is critical.

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    2015 Inaugural IFP Plan Advisors National Conference

  • 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.

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    Independent Financial Partners Inducted Into The Gator100

  • 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.

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    2014 Tampa Bay Business 100 Awards

  • Recognizing the achievements of the top 100 privately held companies in Tampa Bay.

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    FundFire: Fast-Growing Fla. RIA Molds “Decentralized’ Biz

  • 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.

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    Florida Fast 100: IFP at #52

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    New Hire Roundup

  • Hanna Joins IFP

    Independent Financial Partners (IFP) has announced that Louis Hanna has joined as director of recruiting.

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    Wells Fargo Adds 11 California Reps With $1B in AUM

  • The wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers

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    Big LPL Firm Out to Pluck Wirehouse Advisors

  • An LPL firm has hired a new recruiting chief to target advisors from the wirehouse and broker-dealer channels.

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    Fast 50: Independent Financial Partners (Video)

  • Video: Independent Financial Partners, No. 12 on the Fast 50 List.

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    LPL’s Largest Hybrid Is on a Wild Growth Tear

  • 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.

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    Advisers Help Negotiate an Accident Settlement

  • 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.

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    What to Consider When Thinking About Joining an Independent RIA

  • 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.

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    Top Branch Managers of 2013

  • 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.

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    It just took instant credibility for Bill Hamm to know he hired the right exec team to revamp Independent Financial Partners

  • 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.

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    LPL Financial Focus13 Conference to Unveil New Mobile Apps

  • 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.

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    2013 Fast 50 Finalists Announced

  • The Tampa Bay Business Journal has named its finalists for its list of the 50 fastest-growing privately held companies in Tampa Bay.

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    Independent Financial Partners names new executives

  • Erik Aschenbrenner was named chief operating officer and John Whisenant was named registered investment advisor chief compliance officer at Independent Financial Partners.

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    Largest RIA Employers of Advisors

  • Independent Financial Partners

    Client Mix: Mixed
    Affiliation: Dually Registered
    Total AUM: $3,357,636,270
    Advisors: 460

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    Top 10 Fastest Growing RIAs

  • Independent Financial Partners

    Affiliation: Dually Registered
    Client Mix: Mixed
    Advisors: 460
    Assets 2009: $278,000,000
    Assets 2012: $2,800,000,000
    3 Year Annual Growth Rate: 116%

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    Bosch Financial earns Top 50 Wealth Managers Award

  • 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.

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    The Top 50 Wealth Managers

  • BROWSE OUR LISTS OF THE TOP 50 WEALTH MANAGERS BY CATEGORY

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    Unum appoints new head of Internal Audit ALSO: Industry news from Unum, Great-West, Hub, Forethought, Barton County Mutual & IFP

  • 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.

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    Florida RIA Launches Insurance Arm

  • Independent Financial Partners, a Tampa, Fla., based registered investment advisory firm, has launched IFP Insurance Group.

    The platform was introduced to offer insurance products to all independent financial advisors, while expanding in-house services to work directly with IFP advisors.

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    Independent Financial Partners launches insurance group

  • 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.

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    Independent Financial Partners Launches IFP Group

  • 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.

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    Paying it Forward: Funding 529 Plans for Grandchildren

  • 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.

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    Tampa Bay Business Journal: Revenues Are Up at Area’s Largest Private Companies

  • IFP is recognized by the Business Journal for impressive growth in 2011 and continued success in the local market.

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    Gulf Coast Business Review: Size Matters

  • 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.

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    Financial Planning Magazine: Fast-Growing Florida RIA Eyes Fee-Only Advisors

  • 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.

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    Research Magazine/AdvisorOne: RIA Affiliate of LPL Adds 45 Advisors in Q2

  • 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.

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    Tampa Bay Business Journal: Independent Financial Partners Posts Double-Digit Gains

  • Revenue for Independent Financial Partners jumped 53 percent in the first six months of 2012, compared to the same period in 2011.

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    Financial Advisor Magazine: Independent Financial Partners Adds 45 Advisors

  • 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.

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    Financial Planning: Largest RIA in Florida Adds 45 Advisors, Increases Revenue

  • Independent Financial Partners added 45 financial advisors to its RIA network in the second quarter as it boosted revenue 54% from a year earlier.

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    Fast 50 2012: Independent Financial Partners

  • #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.

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    Tampa Bay Business Journal: Mark Duran in “People on the Move”

  • Mark Duran

    Office of supervisory jurisdiction delegate at Independent Financial Partners

    Duran’s primary responsibilities will be working with new accounts and focusing on approval, surveillance and variable annuity review. He has more than 13 years of experience in the financial industry.

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    Tampa Bay Business Journal: Maria Campana in “People on the Move”

  • Administrative Assistant at Independent Financial Partners

    Campana’s responsibilities include administrative support and assisting in other business tasks.

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    Technology Tools for Today: Document Management with Workflow Helps IFP Improve Efficiency as Firm Expands

  • President Jennifer Tanck outlines the benefits of using CNG-SAFE as a solution to several issues as workflow grows with the firm.

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    Wealth managers fight proposed regulatory change

  • 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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    Investment News: Independent Financial Partners Ranked as Top RIA Firm

  • RIA Data Center

    Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

    Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

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    Independent Financial Partners Sees Q1 Growth Surge

  • 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.

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    Independent Financial Partners boosts revenue, advisors

  • 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.

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    Independence paves a path to growth

  • 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.

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    Upcoming Events


    2017 IFP National Conference [EVOLVE]

    SAVE THE DATE: 04.30.17 – 05.03.17 More conference details headed your way in the coming weeks. In the meantime, take the first step and add these conference dates to your calendar and click the headline to read more.