My New Favorite Interview Question

November 2, 2020 | Author: Chris Hamm

Intro We’ve done a lot of hiring over the past year. And with hiring comes interviews…lots of them. And with lots of interviews comes lots of practice, so much that I now have a lengthy bank of questions to pull from as needed when I’m talking to candidates. More recently, I started asking a specific, …

Election Prediction Odds and Market Correlations

October 27, 2020 | Author: Aaron Gilman

IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION

October 14, 2020 | Author: Michelle Peatee

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 …

Partnership is Scale

October 13, 2020 | Author: Ned Van Riper

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 scale. There are several interpretations of it but by definition, having scale …

Uncertainty, the Economy and Markets: Q3 2020

October 12, 2020 | Author: Aaron Gilman

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 institutions When we last examined …