CHARLOTTE, N.C. – December 18, 2023 – Independent Advisor Alliance (IAA) today announced that LPL Financial has taken a minority stake in its firm. LPL's investment will support IAA as it continues advancing its services and tools, creating an even more supportive ecosystem for its network of financial advisors. This includes IAA's partnership program, where [...]
Read MoreDavid Buzo joins as Chief Marketing Officer and Topaz Morrison as Chief Growth Officer CHARLOTTE, N.C. – September 7, 2023 – Independent Advisor Alliance (IAA) today announced two leadership appointments that help underscore the firm's focus on scaling to growth and enhancing and growing product and service offerings. These newly created positions round out the [...]
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. [...]
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