This announcement today clearly validates our position as a Hybrid BD-RIA and our commitment to Independence without Isolation.
Orlando, FL (PRWEB) February 25, 2016
IAA will provide full service brokerage support and services for dually registered Advisors of prominent RIA network Concert Wealth Management.
“This announcement today clearly validates our position as a Hybrid BD-RIA and our commitment to Independence without Isolation. We are thrilled to be partners of Concert and Industry Icon Felipe Luna” says Ed Cofrancesco, President of IAA.
IAA will enhance Concert’s value proposition by offering any and all affiliated Advisors with access to a RIA friendly broker dealer who offers not only securities brokerage, but access to Institutional Quality Alternative Investments, Investment Banking, Insurance and Trust services; as well as continuity in technology platform.
“This partnership is reciprocal; we too have chosen Concert Global Group as our Technology platform and our Advisors will have access to award winning Omniscient advisor technology platform” added Cofrancesco.
“We have searched high and low for the right BD partner for our Advisors and our Industry partners at all the major custodians; the folks at IAA get it and value independence and the growing need for a RIA friendly BD” says Felipe Luna, CEO, Concert Wealth Management.
International Assets Advisory
IAA is an independent and privately owned wealth management firm offering full service securities brokerage and investment advisory with the world’s largest clearing and custodial relationships. Our capabilities and platform supports sophisticated offerings in Capital Markets, Investment Banking, access to institutional quality alternative investments, as well as traditional investments and advisory wealth management solutions.
If you would like more information about this topic, please contact Keith Gregg at International Assets Advisory or email at kgregg(at)iaac(dot)com.