Press Releases

  • November 8, 2018
  • lazarus

Independent Advisor Alliance Names Steve Gensler Director of Strategic Solutions

CHARLOTTE, 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 [...]

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  • August 7, 2018
  • lazarus

Independent Advisor Alliance Partners With GuideStone Funds To Provide Portfolio Solution For SRI Market

CHARLOTTE, 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 [...]

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  • August 1, 2018
  • lazarus

Independent Advisor Alliance to Enhance Transparency and Service with Orion Partnership

Charlotte-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 [...]

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  • December 1, 2017
  • lazarus

Independent Advisor Launches Virtual Admin Program

CHARLOTTE, 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 [...]

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  • November 16, 2017
  • lazarus

Independent Advisor Alliance Names Christopher Zaccarelli Chief Investment Officer

CHARLOTTE, 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 [...]

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  • October 16, 2017
  • lazarus

Independent Advisor Alliance Announces Corporate Headquarters Expansion To Accommodate Continued Growth

CHARLOTTE, 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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