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CHARLOTTE, N.C. – December 9, 2019 – Independent Advisor Alliance (IAA) today announced a new strategic partnership with Truelytics, the premier Advisor Transition Management tool in the wealth management industry, to leverage their technology in IAA’s new mergers and acquisition (M&A) program. “We’re excited to combine our expertise with the technology of Truelytics’ platform to address [...]
Read MoreCHARLOTTE, N.C. – September 30, 2019 – Independent Advisor Alliance (IAA) today announced the appointment of Kyle Campbell to head the firm’s new mergers and acquisitions program. Working in tandem with IAA’s business development and strategic solutions teams, Campbell will provide personalized guidance on mergers, acquisitions, succession planning, and firm evaluation – helping to ensure [...]
Read MoreCHARLOTTE, N.C. – June 10, 2019 – Independent Advisor Alliance (IAA) today announced that it has launched its own robo-advisory platform. This digital investing service, powered by Betterment for Advisors, provides advisors with a lower-cost investment management system, while still offering a personalized strategy and on-demand delivery of information for all clients, regardless of their investment [...]
Read MoreCHARLOTTE, N.C. – April 9, 2019 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced donations totaling more than $8,000 to support Communities In Schools of Charlotte-Mecklenburg (CIS). This gift will help support CIS’ mission to keep kids stay in school and on a [...]
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