Category: Firm

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 Taps The Pinnacle Group to Expand and Evolve Its Insurance Offering

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 …

IFP Launches AdvisorEngine, a New Technology Platform

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 …

When Changing Firms, What Questions Should You Be Asking?

Financial Professionals can count on changing firms at least once, if not multiple times during their career.  Outside of corporate mergers and acquisitions, FP’s often reach a tipping point that triggers the search for a new broker-dealer and/or RIA partner; frustrations with their current firm have piled up and they can’t take it any longer.  …

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 …