- Press Release -

Independent Financial Group’s Wealth Management Platform Sets a New Record


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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 Financial Group, LLC (IFG) has announced today that its privately-labeled Wealth Management platform, AccessPoint, has surpassed $1 billion in assets under management, bringing total advisory assets to $4.5 billion for the firm.

“AccessPoint has grown significantly in the last 2 ½ years, and its growth is significant due to superior service and product quality,” says Kian Rafia, Senior Vice President of IFG’s Wealth Management Division. He continues, “The flexibility of our advisory technology chassis is essential as it allows our advisors to manage portfolios on their own or hire an institutional money manager.” He further explains, “The technology continues to evolve and adapt to make advisor’s business scalable. Our service model has played a key role in adoption, our advisory consultants partner and help provide guidance and solutions for our [representatives]. AccessPoint can be an advanced technology tool for some users and we guide advisors using a modular approach.” He concludes, “We foresee continued momentum & growth; due to the DOL Fiduciary Rule pendulum and to the evolution of advisory business.”

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

IFG 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 more than 600 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the 10th consecutive year and won acclaim in 2006 with their #1 rank on the list. The company has also achieved Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. Their notable success has been recognized in numerous financial services industry publications. In 2017, IFG scored the #1 ranking in Wealth Management Magazine’s Independent Broker-Dealer Report Card for Overall Broker-Dealer Satisfaction; as rated nationwide by their affiliated financial advisors in multiple categories. Additionally, the firm was awarded 2nd place Broker-Dealer of the Year by Investment Advisor Magazine in 2016 and 2017. For more information on the firm, visit www.ifgsd.com.