Press Releases

IAA Portfolio Administration Allows Advisors Without the Time to Control Portfolios

January 2, 2013

IAA's Portfolio Admistration service is enhanced to help RIAs to customize their portfolio management more percisely to their needs.

 

The Investment Advisor Alliance now has the ability to handle model portfolios with various tolerances per holding, security restrictions, cash management, and household allocation.

 

According to IAA, household allocation will the way advisors choose to handle client portfolios going forward.  Household allocations, sometimes referred to as UMH (Unified Managed Household), use asset location to attempt to gain the most after-tax returns for the household.  

IAA Launches New Website

December 20, 2012

The Investment Advisor Alliance launches a new website to the public.  The new site clearly lists the many options available to advisors to streamline their practices.

CRM-Centric Advisor Desktop Provided by IAA

August 31, 2012

In the effort to help RIAs be as time-efficient and cost-efficient as possible, The Investment Advisor Alliance's Advisor Desktop now is a CRM based portal to all an advisor's needs.

 

IAA recently launched the new Advisor Desktop to all advisors on the platform after a beta period with select clients.  Advisors can now track their interactions with clients and prospects in a single location where they can access the rest of the services they subscribe to from IAA. 

IAA Adds Outsourced Financial Planning to Offerings

April 28, 2012

The Investment Advisor Alliance is pleased to announce that advisors, independent or affiliated, may gain the efficiency of outsourcing their financial planning.

 

IAA knows it is important to RIAs to control the finer aspects of the advisor-client relationship, thus the Outsourced Financial Planning service offers various levels of assistance based on the advisor's needs.  Advisors can opt for simply data entry or a comprehensive plan based on their input.

 

Leading the Planning service will be Christopher L. Price.  Mr. Price is a Chartered Financial Consultant (ChFC) since 2007 and has a strong background in complex financial stategies and concepts with a remarkable ability to bring such subjects to light in everyday terms.

Investment Advisor Alliance Welcomes the First Turnkey Client

October 1, 2011

The Investment Advisor Alliance welcomes the first Turnkey Platform client.

 

After seeing the need for a better solution for smaller advisory firms, IAA created the Turnkey Advisor Program to assist RIAs with their back-office and technology needs.

 

The TAP can provide all the necessary infrastructure and personnel a Registered Investment Advisor needs to efficiently scale their practice while controlling costs.

1/3

Please reload

Call us at 800-607-3340 or request a call

​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.