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2018

  • December 10, 2018
  • lazarus

Independent Advisor Alliance Is The Choice Of Stay For IFP Advisors

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 [...]

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  • November 8, 2018
  • lazarus

Independent Advisor Alliance Names Steve Gensler Director of Strategic Solutions

CHARLOTTE, 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 [...]

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  • August 7, 2018
  • lazarus

Independent Advisor Alliance Partners With GuideStone Funds To Provide Portfolio Solution For SRI Market

CHARLOTTE, 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 [...]

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  • August 1, 2018
  • lazarus

Independent Advisor Alliance to Enhance Transparency and Service with Orion Partnership

Charlotte-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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