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CHARLOTTE, N.C. – December 10, 2018 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced that they welcomed 51 advisors and $2.3 billion in assets from Independent Financial Partners (IFP) to their firm in 2018. IAA is already looking ahead to 2019, with an [...]
Read MoreCHARLOTTE, N.C. – November 8, 2018 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced Steve Gensler has joined the firm as Director of Strategic Solutions. In this newly created position, Gensler will build upon IAA’s ability to create personalization and customization tools for [...]
Read MoreCHARLOTTE, N.C. – August 7, 2018 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced today that it has partnered with GuideStone Funds® to provide a portfolio solution for clients interested in socially responsible investing (SRI). GuideStone Funds offers a custom, turnkey money management solution for clients looking for both performance-driven and [...]
Read MoreCharlotte-based Hybrid RIA Chooses Orion to Provide Portfolio Accounting Technology and Service CHARLOTTE, N.C. – August 1, 2018 – Independent Advisor Alliance (IAA), an independent advisory firm on LPL Financial LLC’s hybrid registered investment advisor (RIA) platform, today announces its partnership with Orion Advisor Services LLC (Orion), the premier portfolio management technology solution provider for [...]
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