IFP Launches AdvisorEngine, a New Technology Platform

February 18, 2021 | Author: Chris Hamm

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 …

5 Best Practices for Capturing Video

February 2, 2021 | Author: Justin Lance

If you are shooting your first video, the process can seem quite daunting. However, with a few pointers and patience, putting together a video project can not only go smoothly and give you a great marketing tool but also be quite fun.

There is No Catch

January 25, 2021 | Author: Chris Hamm

When financial advisors visit our office to get a feel for what we offer, a common question we get from them is “what’s the catch”? That question stems from their perception that our platform, which is inexpensive relative to most, offers so many value-add services for such little cost. The truth is, there is no …

A Letter from the desk of the CIO

January 8, 2021 | Author: Aaron Gilman

1st Quarter 2021 Capital Market Assumptions1 Every year we make it a priority to review the JPMorgan Capital Market Assumptions and use it as a reference point in helping us formulate asset allocation decisions. Capital Market Assumptions (CMA) are meant to be used for long-term guidance for asset class returns, and the shorter you make …

5 Signs Your Website is Outdated

December 2, 2020 | Author: Michelle Peatee

We see and review quite a bit of websites throughout the work we do. Your website can be one of your biggest drivers for gaining new clients. However, you only have a few milliseconds (.05 seconds) to capture a user’s attention before they judge your website. On top of that, about 75% of users admit …