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 [...]
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
Click below to read about what IFA can offer you and your clients. IFA Overview
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
We are three companies who, together, provide a complete, integrated suite of financial products and services.