Tampa, FL, April 20, 2020 – Independent Financial Partners (IFP) is happy to announce it signed a contract with EAI Information Systems (“EAI”) to provide sharp surveillance tools to augment its transaction and account supervisory activities. Such tools are expected to enhance IFP’s operational efficiency and supervisory oversight. EAI created a software system that enabled users …
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Tampa, FL, March 2, 2020 – Independent Financial Partners (IFP), a broker-dealer, SEC-registered investment advisor, and brokerage insurance agency specializing in wealth management, retirement plan consulting and risk management products has partnered with The Pinnacle Group to expand the life, annuity and long-term care insurance products and resources available to its national network of financial …
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The digital wealth management offering blends the best of ‘robo’ and traditional advisory capabilities – giving each IFP advisor the power to deliver high-end financial advice at scale Tampa, FL, February 18, 2021 – Independent Financial Partners (IFP), an SEC-registered investment advisor and broker-dealer specializing in wealth management and retirement plan consulting, announced today the …
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When financial advisors visit our office to get a feel for what we offer, a common question we get from them is “what’s the catch”? That question stems from their perception that our platform, which is inexpensive relative to most, offers so many value-add services for such little cost. The truth is, there is no …
Intro We’ve done a lot of hiring over the past year. And with hiring comes interviews…lots of them. And with lots of interviews comes lots of practice, so much that I now have a lengthy bank of questions to pull from as needed when I’m talking to candidates. More recently, I started asking a specific, …
Tampa, FL, 07/29/2020 – May 23rd of this year marked the one-year anniversary for Independent Financial Partners’ (IFP) departure from LPL Financial (LPL). A year ago, IFP launched its own broker-dealer and transitioned almost 200 financial professionals from LPL’s hybrid RIA environment to its new broker-dealer. Since the launch, IFP has added over 40 financial …
The idea that data is important for driving decisions is not new. That said, I think that in a time when we are immersed in dashboards and business intelligence, the actual benefits get overlooked.
Officially launches independent broker-dealer Tampa, Fla. May 22, 2019 – Independent Financial Partners (IFP) has announced the official termination of their contract with LPL Financial (LPL) today, and that the firm has begun the process of transitioning to its new independent broker-dealer entity. Leaving LPL with more than 200 financial professionals and thousands of client …
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Problems are everywhere and it’s a natural human tendency to avoid them; however, try as we might, they don’t just go away. Even the best-laid plans typically encounter an unexpected hitch or set back due to wildly unpredictable events. So, what can we do about it? Many successful individuals and companies have a very specific …
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2018 was a watershed year for IFP. At the beginning of the year, we made the decision to do something exciting and risky — leave our current broker-dealer, LPL Financial, and create our own. That meant informing LPL of our intent and hoping they would work amicably with us. That meant informing our clients, the …