All IAA network advisors can now add innovative, next-generation estate-planning tools and resources to their customized wealth management solutions. PHOENIX – October 24, 2024 – Wealth.com, the industry’s leading end-to-end estate planning platform, today announced it has entered a strategic partnership with Independent Advisor Alliance (IAA), a leading hybrid firm focused on empowering financial advisors [...]
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 MoreAdvisor Leaves Wirehouse for Independence and Client-Centric Support CHARLOTTE, N.C. – June 18, 2024 – Independent Advisor Alliance (IAA) today announced that MetCap Wealth Management has joined its network of partner firms. Headquartered in South Portland, Maine, this partnership marks an expansion for IAA, as it extends its footprint to 27 states. Founder Peter Metcalf, [...]
Read MoreCHARLOTTE, N.C. – March 5, 2024 – Independent Advisor Alliance (IAA) today announced the addition of Steward Guide Wealth Partners to its network of partner firms. Headquartered outside Chicago in St. Charles, Illinois, Steward Guide Wealth Partners is a well-established advisory firm with a rich legacy of providing personalized financial planning services to individuals, families, [...]
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