Category: Press Release

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 …

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 …

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 …