by Michelle Peatee | Feb 4, 2022 | Compliance, Press Release
StarCompliance to provide compliance software to support broker-dealer’s risk management program and strengthen controls Rockville, MD, February 3, 2022 –StarCompliance (“Star”), a leading provider of compliance technology solutions to the...
by Michelle Peatee | Mar 2, 2021 | Press Release
Tampa, FL, March 2, 2020 – Independent Financial Partners (IFP), a broker-dealer, SEC-registered investment advisor, and brokerage insurance agency specializing in wealth management, retirement plan consulting and risk management products has partnered with The...
by Michelle Peatee | Feb 18, 2021 | Press Release
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...
by Michelle Peatee | Oct 14, 2020 | Press Release
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...
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 | 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...
