Press Releases

  • October 18, 2021
  • lazarus

Kip Kiser Joins Independent Advisor Alliance

CHARLOTTE, N.C. – August 25, 2021 – Independent Advisor Alliance is excited to welcome Kip Kiser to the firm as Director of Insurance and Advanced Planning! With over 30 years of industry experience specializing in designing and implementing advanced insurance strategies, Kip will oversee IAA’s newly formed insurance division. Focusing on customized support of advisors [...]

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  • 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

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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  • 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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  • December 9, 2019
  • lazarus

Independent Advisor Alliance Announces Partnership with Truelytics

CHARLOTTE, N.C. – December 9, 2019 – Independent Advisor Alliance (IAA) today announced a new strategic partnership with Truelytics, the premier Advisor Transition Management tool in the wealth management industry, to leverage their technology in IAA’s new mergers and acquisition (M&A) program.  “We’re excited to combine our expertise with the technology of Truelytics’ platform to address [...]

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  • September 30, 2019
  • lazarus

Independent Advisor Alliance Names Kyle Campbell VP of Mergers and Acquisitions

CHARLOTTE, N.C. – September 30, 2019 – Independent Advisor Alliance (IAA) today announced the appointment of Kyle Campbell to head the firm’s new mergers and acquisitions program.    Working in tandem with IAA’s business development and strategic solutions teams, Campbell will provide personalized guidance on mergers, acquisitions, succession planning, and firm evaluation – helping to ensure [...]

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  • June 10, 2019
  • lazarus

Independent Advisor Alliance Launches Robo-Advisory Platform

CHARLOTTE, N.C. – June 10, 2019 – Independent Advisor Alliance (IAA) today announced that it has launched its own robo-advisory platform. This digital investing service, powered by Betterment for Advisors, provides advisors with a lower-cost investment management system, while still offering a personalized strategy and on-demand delivery of information for all clients, regardless of their investment [...]

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  • April 9, 2019
  • lazarus

IAA Announces Charitable Donation To Communities In Schools of Charlotte-Mecklenburg

CHARLOTTE, N.C. – April 9, 2019 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced donations totaling more than $8,000 to support Communities In Schools of Charlotte-Mecklenburg (CIS). This gift will help support CIS’ mission to keep kids stay in school and on a [...]

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  • December 10, 2018
  • lazarus

Independent Advisor Alliance Is The Choice Of Stay For IFP Advisors

CHARLOTTE, N.C. – December 10, 2018 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced that they welcomed 51 advisors and $2.3 billion in assets from Independent Financial Partners (IFP) to their firm in 2018.  IAA is already looking ahead to 2019, with an [...]

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