IFP Partners with EAI Information Systems

IFP Partners with EAI Information Systems

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...
There is No Catch

There is No Catch

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...

A Letter from the desk of the CIO

1st Quarter 2021 Capital Market Assumptions1 Every year we make it a priority to review the JPMorgan Capital Market Assumptions and use it as a reference point in helping us formulate asset allocation decisions. Capital Market Assumptions (CMA) are meant to be used...