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.
As of November 2015, approximately 130 advisors throughout the country are affiliated with IFP Plan Advisors. Combined, they have an estimated 1400 plans with $25 billion in assets under advisement.
IFP Plan Advisors was rebranded earlier this year under the leadership of Kimberly Shaw Elliott, president of IFP Plan Advisors and in-‐house ERISA counsel. “We expect this to be a fast-‐paced event targeted directly to enhancing our advisors’ practices. It is designed to leverage new perspectives from external specialists with thought-‐ provoking insights from the some of the nation’s most experienced Plan Advisors, all from IFP” Elliott said. “We intend to highlight how our advisors might collaborate for success as well as capitalize upon the strength of IFP while preserving their identities as independent businesses.
During the conference, advisors will learn about how the latest legal and regulatory actions will impact their plan sponsor clients and attend a fast-‐track CEFEX workshop to be certified for maintaining best practices as fiduciaries. Additionally, advisors will be offered IFP’s resources to fill their branding, public relations and data needs.
“IFP Plan Advisors provides the resources and support that allow retirement plan advisors to focus on building their businesses,” said William Hamm, IFP’s chief executive officer. “Retirement plan advisors are an important component of IFP’s diverse group of financial professionals.”
About Independent Financial Partners Independent Financial Partners (IFP) is an SEC Registered Investment Adviser (RIA) and comprehensive wealth management firm located in Tampa, Florida. Operating on the LPL Financial hybrid RIA platform, IFP is a multi-‐ custodial hybrid RIA platform that is focused on delivering personalized, concierge-‐level service to a network of about 500 advisors nationwide. Founded in 2000 by CEO William Hamm Jr., CFA, CFP®, CLU, IFP is a privately held, family-‐owned firm with the primary goal of improving the lives of its advisors and their clients. The firm provides the tools and support needed for advisors to grow their practices, including some of the industry’s most innovative technology, responsive back office support and access to an unparalleled network of seasoned financial services professionals.
IFP has just under $6 billion in assets under management and, as such, continues to attract entrepreneurial-‐ minded financial advisors and advisory groups seeking a unique, independent advice solution for their families and clientele. For more information, visit www.ifpartners.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment adviser and separate entity from LPL Financial.
Jeff Cronin, DDCworks
Posted by: Chris Hamm | November 5th, 2015 at 4:33pm.