CHARLOTTE, NC – October 11, 2022 – Independent Advisor Alliance (IAA), a leading hybrid RIA firm, announced today that it has purchased a minority stake in GenWealth Financial Advisors. Led by founders John Shrewsbury and Janet Walker, GenWealth has 40 employees across offices in Arkansas, Louisiana, and Tennessee and manages more than $763 million in […]
Read MoreNew Firm Provides Easy And Seamless Technology Integration To Ensure Firms Are Efficient And Compliant CHARLOTTE, N.C. – July 5, 2022 – Independent Advisor Alliance (IAA), a leading firm in the hybrid RIA space, announced that it has partnered with We Handle Tech to create a technology firm dedicated to supporting financial advisors. We Handle Tech: 4 Advisors caters […]
Read MoreENGAGE 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. [...]
Read MoreCHARLOTTE, N.C. – March 8, 2022 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC's hybrid registered investment advisor platform, announced today that Harvest Wealth Management has joined its network of independent advisors. They join from Cambridge and report managing more than $128 million in advisory, brokerage, and retirement plan [...]
Read MoreCHARLOTTE, N.C. – January 7, 2022 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC's hybrid registered investment advisor platform, announced today that Liberty Point Advisors has joined its network of independent advisors from Ameriprise Financial. They report managing more than $315 million in advisory, brokerage, and retirement plan assets*. [...]
Read More
