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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 [...]
Read MoreCHARLOTTE, N.C. – November 8, 2018 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced Steve Gensler has joined the firm as Director of Strategic Solutions. In this newly created position, Gensler will build upon IAA’s ability to create personalization and customization tools for [...]
Read MoreCHARLOTTE, N.C. – August 7, 2018 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced today that it has partnered with GuideStone Funds® to provide a portfolio solution for clients interested in socially responsible investing (SRI). GuideStone Funds offers a custom, turnkey money management solution for clients looking for both performance-driven and [...]
Read MoreCharlotte-based Hybrid RIA Chooses Orion to Provide Portfolio Accounting Technology and Service CHARLOTTE, N.C. – August 1, 2018 – Independent Advisor Alliance (IAA), an independent advisory firm on LPL Financial LLC’s hybrid registered investment advisor (RIA) platform, today announces its partnership with Orion Advisor Services LLC (Orion), the premier portfolio management technology solution provider for [...]
Read MoreCHARLOTTE, N.C. – December 1, 2017 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced the launch of its new Virtual Admin Program. This program is just one more way that IAA is supporting its advisors, helping to ensure each business is operating effectively and efficiently while meeting best practice standards. “IAA [...]
Read MoreCHARLOTTE, N.C. – November 16, 2017 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced today that Christopher Zaccarelli has been named Chief Investment Officer. “Creating a Chief Investment Officer position within IAA and bringing Chris on board is significant in that it builds upon our ability to provide exceptional customized investment [...]
Read MoreCHARLOTTE, N.C. – October 16, 2017 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced today that it will be expanding into an additional 2,500 square feet of new space at its headquarters located in Ballantyne Office Park. With a growing team and additional service offerings, the new space has come at [...]
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