17 09, 2020

The Big Bet That Fueled the Stock Market Rally

Check out The Journal's podcast on SoftBank's large bet.

11 05, 2020

How will you find success this week?

5 05, 2020

Most Remote Advisors Fail a Digital Security Test

How are you keeping your information safe? A digital security vendor used FINRA's guidelines and rolled out a digital security assessment tool for advisors working remotely: Only 15% got a perfect score. From Wealth Management

8 04, 2020

Pull! From Mark Bertrang

Check out this week's podcast from Mark Bertrang.

3 04, 2020

An escape from the news

Every story feels like breaking news and sometimes you need to break away from that! We at IFA have put together a list of our recent favorite content. Hopefully it will help get you through this weekend! The New York Philharmonic shows that the music doesn’t stop just because we are apart. Watch this cello duet come together from miles apart. Got the travel bug? Explore [...]

31 03, 2020

A week of HOPE

The week ahead presents us with a sense of HOPE. Health, Opportunity, People, Environment. We have some ideas on how to have HOPE throughout this week. Engage in healthy habits. Of course we mean to wash your hands and sneeze into your elbow, but other healthy ideas will help you feel your best. There are lots of free yoga sessions available through YouTube, stretches [...]

5 03, 2020

Coping with College Loans

Coping with College Loans Paying them down and managing their financial impact. Total student loan debt in America is now around $1.6 trillion. Since 2008, it has more than doubled. Federal Reserve data states that 44.7 million Americans are dealing with lingering education loans. The average indebted college graduate leaves campus owing nearly $30,000, and [...]

3 03, 2020

Fed issues emergency rate cut

Check out this perspective from E*Trade Capital Management, LLC.

25 02, 2020

The Most Heavily Traded ETFs in the Past Month

From Wealth Management: The Most Heavily Traded ETFs in the Past Month.

14 02, 2020

Time to celebrate!

You have relationships with your clients, but how do you show them you care? Redtail Technology gives celebration tips.

10 02, 2020

10 Books By Advisors, For Advisors

Check out this slide show from Wealth Management for some books to add to your reading list.

3 02, 2020

Why Your Credit Score Could Drop

Check out this podcast from The Wall Street Journal and the changes coming for FICO scores.   Why Your Credit Score Could Drop.

31 01, 2020

Connecting with millennials

5 Ways to Build Your Business This Year. From Thornburg Investment Management.

29 01, 2020

The Secure Act Summary

The Secure Act of 2019 comes with "29 provisions or changes" that may impact clients. Take a look at the article linked below to learn more. Secure Act Checklist

22 01, 2020

Tips to grow client relationships

In this article from ThinkAdvisor, author Bryce Sanders gives 8 resolutions for advisors to strengthen their client relationships.   8 Advisor Resolutions for 2020

15 01, 2020

Is investing with climate change in mind the next trend?

"...BlackRock will remove companies that generate more than 25% of their revenues from coal production from its actively managed portfolios. But only about a quarter of BlackRock's assets are actively managed, according to Reuters." Read "World's Largest Asset Manager Puts Climate At The Center of Its Investment Strategy" by Laurel Wamsley from NPR. The largest [...]

6 01, 2020

20 People Who Will Change Wealth Management in 2020 – Financial Planning

Check out this list from Financial Planning on those who will change wealth management in 2020.   20 People Who Will Change Wealth Management in 2020

31 10, 2019

Discovering Wisdom, over coffee with Mark Bertrang – ft. Dan Kullman

Mark Bertrang interviewed Dan Kullman, the keynote speaker from IFA's 2019 annual conference, for his podcast Discovering Wisdom. They talk about how behavior affects investing. Click here to listen.

30 07, 2019

Five Email Marketing Tips for Advisors

Check out this article about email marketing from Christopher P. Wendt on Wealth Management.   "Simply “selling” your products and services is not your primary goal."

21 06, 2019

RMDs Likely to Change

Click here to read about possible changes to required minimum distributions.   From Wealth Management.

28 05, 2019

The Motley Fool – The shocking number of Americans without a retirement account

Click here to read about how close to 60% of American's are not using a retirement account, and how we can help.

12 02, 2019

Wealth Advisor – Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout

Good afternoon! Please click here to read a great article on how to commit to healthy work habits as we continue through 2019. Thanks to the Wealth Advisor for this article! IFA

5 02, 2019

End of 2018

The Interactive Financial Advisors team would like to say thank you for your business! We want to take time to review the last year in the market, particularly December, due to the volatility we’ve experienced. IFA is here to make your life better. It’s your money, and you need to be comfortable and informed on [...]

4 06, 2018

Portfolio Analyzer

Someone Who CARES is how we at Interactive Financial Advisors describe our services. We take pride in helping advisors be their best and giving clients the opportunity to be in control of their financial future. One way we actively involve clients and advisors is through Portfolio Analyzer., powered by Emotomy.   For information on how [...]

4 06, 2018

Making Life Better Calculator

At IFA, we pride ourselves on being Someone Who CARES. We make sure our technology reflects that. The Making Life Better Calculator is one way we show that we care. For more information, click on the overview below: Making Life Better Calculator Overview

25 05, 2018

IFA Overview

Click below to read about what IFA can offer you and your clients.   IFA Overview

18 01, 2018

5 Tips for Better Email Management

5 Tips for Better Email Management By Aaron Pugh Would you have “letters” thrown all over the place in your office? Would you have potentially very important documents in UNOPENED letters lying around? Probably not. Now that we’re well into the digital age of mail, it is still difficult for many of us to manage [...]

29 11, 2017

Finding Work-Life Balance as an Entrepreneur

Tags: , , , |

Finding Work-Life Balance as an Entreprenuer By Mike Fraser For the past 20 years, I’ve been fortunate enough to manage my own business as a financial advisor.  During this time, I’ve also been lucky to raise my beautiful 27-year-old daughter and my extremely energetic 9-year-old son.  Being an entrepreneur has given me a lot of [...]

14 11, 2017

A robo in every advisor’s future?

A robo in every advisor’s future?   By Tobias Salinger October 17, 2017   Custodians are increasingly calling upon advisors to become disruptors. Trust Company of America follows Pershing and LPL Financial in offering  robo tools to its advisor base, exhorting  RIAs to make their own automated offerings for smaller accounts. TCA CEO Josh Pace [...]

23 10, 2017

Roadmap to Successful Succession Planning for Financial Advisors

Tags: , |

Roadmap to Successful Succession Planning for Financial Advisors By Emily Martin I have had the good fortune to partner with many financial advisors in my 18 years in the business.  In my earliest days in the field, a more senior representative mentored me.  I was her assistant, and I learned from her example. Business succession [...]

26 09, 2017

How to Respond to the Equifax Data Breach

Tags: , , , |

By James Capps, Chief Technology Officer, Trust Company of America 9/15/17 As you have most likely heard, late last week, Equifax – one of the ‘Big Three’ credit bureaus in the United States – admitted that its own lax security practices had allowed hackers to steal the personal identities of 143 million U.S. citizens. Data [...]

25 09, 2017

Why I Became a Financial Advisor 

Why I Became a Financial Advisor  By Emily Parent We’ve all been there. We’ve seen that friend, relative, neighbor or co-worker struggle — like, really struggle — to get out of a financial hole (may not have been completely their doing but still could have been prevented). We wonder what we could have done differently [...]

19 09, 2017

New Blog Announcement

We are excited to announce our upcoming Advisor blog series starting September 25, 2017.  The blog will be focused on best practices and thought leadership within the industry and will be posted on the last Monday of the month at 8AM CST.  Please share content on your Linkedin pages and if you have any questions [...]

19 08, 2017


We are three companies who, together, provide a complete, integrated suite of financial products and services.