Independent Financial Group, one of the last large, privately held broker-dealers to work with independent contractor advisors, has tapped independent broker-dealer veteran Kevin Keefe as president ...
In the future, will people have relationships with their financial advisors or with the advisors’ broker-dealers, custodians and other affiliated businesses? It’s an uncomfortable question. Clients ...
Kevin Keefe, who stepped down as CEO of hybrid broker/dealer and RIA platform Realta Wealth in February, has resurfaced at Independent Financial Group, a privately held independent broker/dealer in ...
SAN DIEGO, Feb. 26, 2025 /PRNewswire/ — Independent Financial Group, LLC (IFG), a leading independent broker-dealer headquartered in San Diego, has announced its 2024 elite qualifier advisors and will ...
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Steven Gensler, a certified financial planner and business strategist, has joined San Diego’s Independent Financial Group (IFG) to lead the firm’s organic growth strategy, including differentiated ...