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2020

  • December 8, 2020
  • lazarus

Jeff Pitt Joins Independent Advisor Alliance

CHARLOTTE, N.C. – December 8, 2020 – Independent Advisor Alliance (IAA) today announced that Jeff Pitt has joined the IAA team as Business Consultant. In this role, Pitt will strategize with advisors to optimize the growth, scale, and profitability of their business.  IAA oversees more than $11B in client assets for their 138 partner firms. The [...]

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  • August 13, 2020
  • lazarus

ENGAGE 2022 Conference

ENGAGE is where Independent Advisor Alliance (IAA) staff, affiliated advisors, and thought leaders from across the country gather to learn, network, and socialize together. This event is focused solely on advisors and made possible by our esteemed sponsors. ENGAGE is a highly interactive event intended to provide our advisors with valuable content and actionable items. [...]

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  • August 13, 2020
  • lazarus

The 680 Group Selects IAA To Go Independent

CHARLOTTE, N.C. – October 7, 2021 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, announced today that The 680 Group has joined its network of independent advisors. Founded by Montague “Cosmo” Boyd, CFP®, The 680 group manages more than $400M* in brokerage and advisory assets, [...]

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  • July 30, 2020
  • lazarus

Independent Advisor Alliance Named To Financial Times 300 Top Registered Investment Advisers

CHARLOTTE, N.C. – July 30, 2020 – Independent Advisor Alliance (IAA) is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This year’s list represents an impressive cohort of RIA firms, with a median AUM of $1.9 billion and representing 39 different states and Washington, [...]

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  • March 2, 2020
  • lazarus

LPL Financial Welcomes Robert Russo To Executive Council

CHARLOTTE, N.C. – March 2, 2020 – Robert Russo, CEO of Independent Advisor Alliance, today announced his inclusion in LPL’s Executive Council for the fifth consecutive year. This elite recognition is given to less than 1% of the firm’s more than 17,000 financial advisors nationwide*.  One of LPL’s top five firms, IAA oversees more than $10B [...]

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