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 …
2018: A Year in Review
January 16, 2019 | Author: Chris Hamm
2018 was a watershed year for IFP. At the beginning of the year, we made the decision to do something exciting and risky — leave our current broker-dealer, LPL Financial, and create our own. That meant informing LPL of our intent and hoping they would work amicably with us. That meant informing our clients, the …
Is Your Broker-Dealer Transparent?
December 10, 2018 | Author: Bill Hamm
A financial professional hedges a great deal of their success on the broker-dealer they choose to affiliate with. The broker-dealer controls the price points for revenues by setting financial professional payout percentages, and it controls the price points for expenses by setting trading costs and fixed technology expenses, among other things. As a financial professional, …
Digital Security in an Unsecure World
December 3, 2018 | Author: Jordan Slack
By now, we’ve all heard the tales. Maybe your neighbor’s identity was stolen, a credit card was compromised, or an account was hacked, spilling personal information into the unseen corners of the dark web. Did you know you can check if your information has been compromised in a breach via the Have You Been Pwned …
The Importance of Choice as a Financial Professional
November 27, 2018 | Author: Bill Hamm
I started in this business in 1983 with the Cigna Corporation doing fee-based financial planning on a consultative basis to clients. Cigna was one of the first firms to introduce a sophisticated comprehensive planning approach to helping clients meet their needs. More importantly, Cigna allowed me to be independent and have choice when it came …
Continue reading “The Importance of Choice as a Financial Professional”