Press Releases


Dan Overbey, Director of IFP Institutional Services Receives 2017 BISA Circle of Excellence Award

TAMPA, Fla., May 5, 2017–Dan Overbey, the director of IFP Institutional Services, has been awarded the 2017 BISA Circle of Excellence as recognition of his leadership role in the insurance and securities industries. According to the Bank Insurance & Securities Association, this award is intended to highlight senior executives with more than 20 years of experience as an innovator, visionary, and outstanding professional.

Read More

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.

Retirement Planning Insights is a tool from Financial Soundings, an Atlanta-based financial technology firm, which delivers a personalized retirement readiness report to all eligible employees in a defined contribution plan – even to ones not currently participating.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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. 3-­‐5 in Scottsdale, Arizona.

Read More

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.

Now operating in the IFP family of companies, IFP Institutional Services will still do business as Private Wealth Alliance.

Read More

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. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors, July 21-22.

Read More

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. Ned Van Riper brings to IFP the countless relationships he has forged during his years as an external recruiting consultant in the broker-dealer space.

Read More

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.

Formed only in 2010, 150 of IFP’s more than 500 advisors across the nation are retirement plan specialists.

Read More

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?

Read More

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.

    Read More

    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.

    Read More

    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.

    Read More

    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.

    Read More

    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.

  • Read More

    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.

  • Read More

    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.

  • Read More

    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.

  • Read More

    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.

    Read More

    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. Independent Financial Partners (IFP) was honored to be recognized as one of the 100 businesses selected for this prestigious award.

    Read More

    2014 Tampa Bay Business 100 Awards

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

  • Read More

    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.

  • Read More

    Florida Fast 100: IFP at #52

  • Read More

    New Hire Roundup

  • Hanna Joins IFP

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

  • Read More

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

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

  • Read More

    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.

  • Read More

    Fast 50: Independent Financial Partners (Video)

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

  • Read More

    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.

  • Read More

    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.

  • Read More

    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.

  • Read More

    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.