IFP’s Broker-Dealer Turns 1

July 29, 2020 | Author: Chris Hamm

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 hybrid RIA environment to its new broker-dealer. Since the launch, IFP has added over 40 financial …

Our Top 6 Technology Platforms for Working Remotely More Efficiently

July 8, 2020 | Author: Michelle Peatee

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.  …

When Comparing Growth to Value, Look Under the Hood

June 17, 2020 | Author: Pete Nunley

When investing, there are many different investment styles and factors for categorizing stocks.  Categorizations became especially popular when Morningstar created a style box to classify stocks.  Across the vertical axis of the Morningstar style box, stocks are categorized by size.  There are large cap, mid-cap, and small-capitalization stocks, which is based on the market capitalization …

A Tale of Two Frequencies

| Author: Aaron Gilman

The biggest challenges I faced investing early on were both, getting to know myself, and the cognitive traps that we are all susceptible to. I am a firm believer that successful investing has more to do with understanding one’s self first, and then developing processes to help short-circuit or sidestep any behaviors that may be …

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.