Most Recent Posts
Partnership is Scale
Having now spent over 20 years within financial services, it has become evident that we love our industry buzzwords! They are thrown around so much that they are often used incorrectly and have come to describe generalities in conversation. The #1 offender is...
Uncertainty, the Economy and Markets: Q3 2020
Given where we are in both the economy and stock market this year, I think it would be helpful to revisit some of the same data points and charts we looked at last quarter and see how things have changed. Record levels of money market assets held by investors and...
A Decomposition of the Market Composition
2020 has been an interesting year for investors so far and it is showing no signs of letting up any time soon. The most popular and widely followed stock market indices are typically market-capitalization weighted (read more about it here...
A Quantitative Look at Inflation and Monetary Policy in the United States
Summary Every time the Fed announces monetary easing of some kind, we are flooded with questions and fear regarding inflation. You can also see a similar amount of interest when looking at Keyword searches on Google: We believe that most of the public and even many...
IFP’s Broker-Dealer Turns 1
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...
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 eSignature Sign important documents anytime, anywhere. Enhances the experience for your clients...
Creating a Data-Driven Practice
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.
IFP announces termination of LPL contract
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...
The Technology Hassle Factor
Technology is one of those things in life that’s constantly changing, forcing us to relearn systems, adapt and overcome. Call it forced adaptation. Call it annoying and counterintuitive at times. However, technology can be the answer to a difficult problem or just the...
Is Your Broker-Dealer Transparent?
A financial professional hedges a great deal of their success on the broker-dealer they choose to affiliate with. The broker-dealer controls the price points for revenues by setting financial professional payout percentages, and it controls the price points for...