News
Latest News
07/28/2023
Great news! Our co-founder, Anna Stephenson, was featured in May's issue of Asian Private Banker.
04/21/2023
We are very pleased to announce we have entered into a strategic partnership
with GoImpact…
with GoImpact…
03/31/2023
Exciting news here at IPI! We're rolling out a new brand, IPI Pro, which will include short courses and…
01/31/2023
Happy New Year of the Rabbit! And what to look for at the intersection of Family Offices and Hedge Funds
11/14/2022
It’s been a while since we gave a product update on our blog pages, so here’s a catch-up edition as we head…
07/07/2022
Recent headlines have been pretty dispiriting for many professionals - how can our family office executive…
05/26/2022
One of the questions we are frequently asked is “are there really any significant differences between the…
WealthManagement.com 09/29/2023
Jobs will be eliminated across the company's divisions, Envestnet confirmed. Orion has also ...
09/29/2023
Wealth Managers look for opportunities in an evolving risk environment.
09/29/2023
The firms, ranging from broker/dealers and dual registrants to affiliated investment advisors, ...
09/29/2023
Guideline's Jeff Rosenberger advocates for plan sponsors to adopt auto features.
09/29/2023
Congress completes first acquisition since CI Financial sold its stake to Audax, two Indiana firms ...
09/29/2023
As the RIA space has become more professionalized, so has the organizational design of top firms.
09/29/2023
Bruno, the managing director of Informa Connect Global Finance, Wealth Management, is moving on to ...
09/29/2023
The accusations against five of the firm’s reps arrives several months after FINRA barred the ...
09/29/2023
Also, Vise introduces AI-powered workflow; SEI updates portal, tools; a new report finds that API ...