Charlotte, NC (March 20, 2015)– Independent Advisor Alliance (IAA), the largest LPL Hybrid branch office in the Carolinas, announced today that theyve entered into a strategic partnership with Riskalyze. Riskalyze is best known for creating a quantitative measurement of client risk tolerance called Risk Number.
The partnership with this risk engineering program is a great compliment to a recent partnership IAA has forged with Vanguard. IAA advisors will benefit from an integrated client risk management program that integrates with IAAs CRM/client database.
This partnership demonstrates IAAs commitment to risk management, both from a firm perspective and a client portfolio perspective says Jessica Sexton, Chief Compliance Officer. Our advisors are always trying to improve their business while not creating a compliance burden; this accomplishes that.
About Independent Advisor Alliance:
The Independent Advisor Alliance is an LPL hybrid RIA firm that fosters a dynamic, supportive environment for successful independent financial advisors.
The Independent Advisor Alliance is powered by the resources of LPL Financial, the nations largest independent broker/dealer.* LPL is an enabling partner to more than 13,500 financial advisors and approximately700 financial institutions.
* As reported by Financial Planning magazine, June1996-2014, based on total revenue.
Riskalyze is the company that invented the Risk Number and was named Best Client Facing Technology by Morningstar Advisor. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the worlds investments with investor risk tolerance. Over $44 billion in assets are currently managed through the platform. Learn more at riskalyze.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial.
Holly Curtis, Relationship Manager, Independent Advisor Alliancewww.independentadvisoralliance.com