Creating a Data-Driven Practice
November 4, 2019 | Author: Jordan Slack
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 Hires New Chief Compliance Officer
July 17, 2019 | Author: Max Griendling
IFP has hired a new chief compliance officer. Former CCO Tim Moyer will be moving to a lead role overseeing the firm’s supervision unit.
IFP announces termination of LPL contract
May 21, 2019 | Author: Max Griendling
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 independent broker-dealer entity. Leaving LPL with more than 200 advisors and thousands of client accounts, …
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The Presence of Problems and Process of Resolution
March 28, 2019 | Author: Jordan Slack
Problems are everywhere and it’s a natural human tendency to avoid them; however, try as we might, they don’t just go away. Even the best-laid plans typically encounter an unexpected hitch or set back due to wildly unpredictable events. So, what can we do about it? Many successful individuals and companies have a very specific …
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The Technology Hassle Factor
March 4, 2019 | Author: Aaron Gilman
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 tool we need to make our lives a bit easier from day …