let’s make something together

Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days.

Find us

PO Box 16122 Collins Street West
Victoria 8007 Australia

Email us

info@domain.com
example@domain.com

Phone support

Phone: + (066) 0760 0260
+ (057) 0760 0560

2022

  • October 10, 2022
  • Dana Ryan

IAA Acquires Stake In $763M Firm

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 More
  • July 5, 2022
  • Dana Ryan

IAA Expands Business Development Team To Manage Continued Growth

CHARLOTTE, N.C. – June 6, 2022 – Independent Advisor Alliance (IAA), a leading firm in the hybrid RIA space, announced today the appointment of John Farnham as Business Development Officer. In this role, John will assist the firm in pursuing new strategic growth avenues, including acquisitions and partnerships. The last nine months have seen IAA have […]

Read More
  • July 5, 2022
  • Dana Ryan

IAA Forms Joint Venture To Solve For Technology Gap Faced By Financial Advisors

New 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 More
  • June 14, 2022
  • Diamond Pollard

ENGAGE 2022 Photo Gallery

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. [...]

Read More
  • March 8, 2022
  • lazarus

IAA Welcomes Harvest Wealth Management

CHARLOTTE, 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 More
  • January 7, 2022
  • lazarus

Firm With $315M in Assets Joins IAA from Ameriprise

CHARLOTTE, 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