by Michelle Peatee | Sep 17, 2020 | Asset Management
Summary Every time the Fed announces monetary easing of some kind, we are flooded with questions and fear regarding inflation. You can also see a similar amount of interest when looking at Keyword searches on Google: We believe that most of the public and even many...
by Michelle Peatee | Jul 29, 2020 | Press Release
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...
by Michelle Peatee | Jul 8, 2020 | Technology
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 eSignature Sign important documents anytime, anywhere. Enhances the experience for your clients...
by Michelle Peatee | Nov 4, 2019 | Grow your Business, Practice Management
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. If you’re like most financial professionals, you have a lot of data...
by Michelle Peatee | May 21, 2019 | Press Release
Officially launches independent broker-dealer Tampa, Fla. May 22, 2019 – Independent Financial Partners (IFP) has announced the official termination of their contract with LPL Financial (LPL) today, and that the firm has begun the process of transitioning to its new...
