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PO Box 16122 Collins Street West
Victoria 8007 Australia
Phone: + (066) 0760 0260
+ (057) 0760 0560
The upcoming departure of Independent Financial Partners from the No. 1 independent broker-dealer is yielding a bumper crop of recruits for Independent Advisor Alliance.
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Riskalyze, Black Diamond, Envestnet, Orion Advisor Services, Independent Advisor Alliance (IAA) and LPL Financial are separate entities.
Independent Advisor Alliance, an OSJ of LPL Financial, has no plans to change broker/dealers, citing LPL’s technology improvements.
Independent Advisor Alliance added 51 advisors and $2.3 billion in assets this year from Independent Financial Partners, a group ending its relationship with LPL.