Independent Financial Group Named Finalist – Wealth Management Magazine’s Industry Awards under the Corporate Social Responsibility/Diversity Category
Independent Financial Group was named as a finalist for Wealth Management Magazine’s 2018 Industry awards under the Corporate Social Responsibility.
Michael Watson Selected to Lead Independent Financial Group’s Wealth Management Team
Independent Financial Group, LLC (IFG) has recently promoted Michael Watson to Vice President of Wealth Management. Mr. Watson will lead the efforts of the Advisory Consulting team and manage IFG’s wealth management technology platforms to include AccessPoint, MoneyGuidePro, and Auto-Pilot.
Sarah Kreisman Hired as Chief Legal Counsel and VP of Compliance at Independent Financial Group
Sarah Kreisman has been hired as Chief Legal Counsel and VP of Compliance at Independent Financial Group, LLC (IFG). Ms. Kreisman will report directly to Managing Directors, Scott Heising and Joe Miller.
Independent Financial Group Ranks in the Top 50 Broker-Dealer Firms by Revenue
Independent Financial Group, LLC (IFG) was ranked #35 by revenue, according to Investment News’ latest report of its 2018 Top Independent Broker-Dealers. The firm ended the 2017 year with a total of $139.3 million in revenues, up by 13% over last year’s totals.
Independent Financial Group Scores High in Broker-Dealer Report Card Ranking
Independent Financial Group, LLC (IFG) has recently announced their 9.74 score out of 10 in Wealth Management Magazine’s annual broker-dealer report card ranking and survey.
The Incredible Rise Of Independent Financial Group
Featured in Financial Advisor Magazine, April 2018.
LPL Rivals Lure 300 ex-NPH Advisors After Massive Acquisition
Two of LPL Financial’s biggest rivals have grabbed a combined 300 advisors with more than $9.4 billion in client assets from National Planning Holdings since
