Sep 12, 2019
Independent Financial Partners makes anchor poach from Cambridge Investment Research to solidify compliance after losing LPL backstop
No longer an OSJ, Tampa-based IFP secures Melissa Loner as its chief compliance officer
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IFP
3 articles
Articles tagged "IFP"
May 3, 2018
LPL Financial pulls pricing lever after Bill Hamm moves to yank $12 billion and 500 advisors off the IBD's line
The CEO of Independent Financial Partners will take 12 months move the asset trove to his own broker-dealer giving LPL time to woo reps looking for the door
Sep 17, 2015
Report: 'Brother-in-law' dabblers are giving 401(k) ground slowly to specialists in $1.3 trillion market
Some RIAs disagree with Cerulli's pessimism and say DOL is having its effect with small employers seeking real experts to provide 401(k)s to employees
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