Brayden Duran to Lead New Division: IFP M&A Strategies
IFP is excited to announce the hiring of Brayden Duran as Vice President of Corporate Development. In this role, Brayden will lead IFP M&A Strategies, a newly launched division designed to help advisors navigate growth, succession, and liquidity events through strategic acquisitions and transitions.
IFP M&A Strategies will support:
– IFP-affiliated advisors looking to acquire practices and grow inorganically;
– The firm’s W-2 channel expansion, by sourcing and executing tuck-ins and team acquisitions;
– Larger-scale firm acquisitions, enabling IFP to grow its national footprint by acquiring other RIA and broker-dealer platforms.
Brayden brings a robust background in investment banking and M&A advisory within the financial services space. His appointment signals IFP’s commitment to helping entrepreneurial advisors scale and transition with confidence, while preserving the firm’s advisor-first, independence-focused culture.
Technology & Innovation: AI Knowledgebase and Enhanced Account Opening
IFP continues to invest in next-generation infrastructure aimed at elevating the advisor experience:
– AI Knowledgebase Assistant: In Q2, IFP partnered with Amazon to develop a proof-of-concept for a ChatGPT-style advisor support assistant. Built on large language models, the tool will replace the traditional internal knowledgebase and enable natural-language querying of policies, procedures, and platform guidance. With the prototype complete and validated, full development is now underway, with a formal launch targeted within 12 months.
– Streamlined Account Opening with Forms Logic: IFP has signed an agreement with Forms Logic to simplify and unify account opening across all custodians. The platform enables advisors to prefill both IFP and custodian-specific forms through a single interface, integrated with CRM systems such as Salesforce, Redtail, and Wealthbox, as well as IFP’s native database.
First-Half Growth Highlights
IFP’s business momentum continues to accelerate in 2025, bolstered by advisor engagement and targeted recruiting:
– Revenue is up more than 20% compared to the first half of 2024.
– The firm now supports nearly 270 advisors and more than $15 billion in client assets across multiple affiliation models.
– IFP is on pace to reach 300 advisors by year-end.
These results underscore IFP’s position as a premier destination for growth-minded advisors seeking modern infrastructure, flexibility, and full-spectrum support.
