News
Latest News
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…
03/31/2022
What a month it has been – over the last few weeks IPI’s world has been split pretty evenly between good news…
WealthManagement.com 06/02/2023
Our technology columnist shares some of what inspired—and irritated—him at this year’s ...
06/02/2023
“Blackwells strongly opposes the cockamamie merger, and expects most other shareholders to do the ...
06/02/2023
Lenders are experimenting with artificial intelligence. Not even Warren Buffett is sure what ...
06/02/2023
The regulator settled with Park Avenue Securities, alleging the firm didn’t properly supervise an ...
06/02/2023
Set expectations, understand it takes time and expect the unexpected.
06/02/2023
Focus on marketing outreach, technology and talent.
06/02/2023
Close to $150 billion in transacted assets was announced this week as milestones were achieved and ...
06/02/2023
Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.
06/02/2023
Unveiling the blueprint: realtors' real estate path to retirement.