- Press Release -

Independent Financial Group adds Key Technology and Fiduciary Service to its Advisors


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Image of the editor of this article, Cici Prsha

Cici Prsha

Manager, Marketing & Corporate Communications

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San Diego, CA – Independent broker-dealer, Independent Financial Group, LLC (IFG) has partnered with Envestnet Retirement Solutions (ERS) to offer one of the industry’s leading practice management services for retirement plan advisers. ERS combines investment tools, processes, analytics and the ability to manage and deliver retirement plan consulting services though a single, unified platform.

“This tool suite is a significant difference maker for IFG advisors,” comments Jason Benham, the firm’s Director of Retirement Services and Practice Management. He continues, “with access to the same tools and reports used by some of the leading retirement plan advisors in the country, our advisors can have a greater impact in helping plan sponsors manage their plans more effectively, ultimately driving more successful participant outcomes.” Owner and Managing Director, David Fischer adds, “IFG advisors now have an integrated platform for RFP & vendor searches, customized Investment Policy Statements, investment monitoring & research and much more.” He concludes, “This is one of the extraordinary ways in which we continue to re-invest in our business and our advisors; by giving them access to cutting-edge technology to make their lives’ easier, effectively help their clients and ultimately, make their businesses even more profitable.”

About Envestnet Retirement Solutions

Envestnet | Retirement Solutions (ERS), a subsidiary of Envestnet, Inc., provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools, and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. For more information on Envestnet Retirement Solutions, please visit www.envestnet.com.

About Independent Financial Group, America’s Finest Broker-Dealer®

Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports over 600 independent registered representatives across the country. Their notable success has been recognized in numerous financial services industry publications including Financial Planning, Financial Advisor and Investment News. For the past two years, IFG has ranked in the Top 50 of Financial Planning’s Annual Broker-Dealer Survey. In 2015, the company was honored by its advisors ranking them among all broker-dealers, #5 in Total Satisfaction, as reported in REP. Magazine’s Broker-Dealer Report Card. IFG has also gained nationwide recognition with Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list.

For more information on IFG, please visit www.ifgsd.com.