Author: Michelle Peatee

New to Advisor [X]: Account Management all-in-one 

Opening new accounts while managing existing accounts can often feel like a nightmare for financial professionals. From finding the right forms to correcting past submissions while trying to stay updated on the status, this process can easily get out-of-hand and cost a financial professional much of their precious time. IFP understood this frustration and developed …

StarCompliance Welcomes New Client: IFP

StarCompliance to provide compliance software to support broker-dealer’s risk management program and strengthen controls Rockville, MD, February 3, 2022 –StarCompliance (“Star”), a leading provider of compliance technology solutions to the financial services industry, announced its new partnership with Independent Financial Partners (“IFP”)—consisting of IFP Advisors, an investment adviser, and IFP Securities, a broker-dealer, co-headquartered in Tampa, Florida—to …

Setting Up Your Headshot

Setting up a headshot can be pretty intimidating if you’ve never done it before. Increasingly, we are becoming capable of creating our own digital media and financial professionals, and consumers alike, are foregoing hiring a photographer in favor of capturing these images themselves. If you’re one of these industrious few or want to learn more about the process, we’ve put together a guide below to get your start setting up your shot.

IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION

Tampa, FL, October 14, 2020 – Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for IFP as it signifies conformity to …

Our Top 6 Technology Platforms for Working Remotely More Efficiently

At IFP, we’re always forward thinking and looking at better ways to work more efficiently. Here are some of our favorite platforms that we use and recommend. DocuSign eSignatureSign important documents anytime, anywhere. Enhances the experience for your clients without the hassle of all the paperwork. Powered through DocuSign, eSignature technology is safe and secure.  …