IPS AdvisorPro® Blog
Please click here to watch Bill Winterberg’s FPPads Bits and Bytes regarding IPS AdvisorPro®’s acquisition by fi360.
Please click here to read this article.
IPS AdvisorPro® is pleased to announce its acquisition by fi360! Founders, Norm Boone, CFP® and Linda Lubitz Boone, CFP®, are excited about the growth potential and future of IPS AdvisorPro®, and want to assure all of its users that their access to the application and data confidentiality will be preserved, and the reliable support and familiar voices of the company will be retained and unaffected by the acquisition.
Please click here to read this morning’s Press Release.
NAAIM, the National Association of Active Investment Managers, just announced an agreement with IPS AdvisorPro® which will offer its members discounted access to IPS AdvisorPro’s innovative technology platform for creating, updating and managing Investment Policy Statements (IPS). Please click here to read the recent Press Release.
To introduce IPS AdvisorPro to its membership, IPS AdvisorPro will be providing a webinar on Wednesday, June 19, 2013, at 4:15pm (Eastern). For more information, please contact email@example.com.
IPS AdvisorPro® Founder Linda Lubitz Boone discusses Investment Policy Statements on Blog Talk Radio
IPS AdvisorPro® founder Linda Lubitz Boone, CFP®, was interviewed by Chuck Hammond (The 401k Study Group) on BlogTalkRadio yesterday; the interview, titled ‘An IPS For Everyone’ addressed the use of an Investment Policy Statement (IPS) for Individual clients, as well as for Qualified Plans.
Additionally, Linda discussed how an IPS can be used to market to new clients.
Please click here to listen to this interview.
~ Innovative program will train interns at advisory firms to implement Investment Policy Statements as well as highlight ways to facilitate a successful internship~
Miami, FL – May 1, 2013. IPS AdvisorPro® is pleased to announce it will be offering its 3rd annual Intern Training Program; the program is designed to enhance the intern experience at financial advisory firms by providing them with a technology focus as well as sharing the best practices for what makes a successful internship. The IPS AdvisorPro® intern training program will provide training to interns to manage the Investment Policy Statement (IPS) process through the innovative IPS AdvisorPro® technology platform. Additionally, the training program will offer tips, ideas, best practices and strategies for designing a meaningful experience that will position interns for a future career in the wealth management industry.
“In our experience as managing principals of growing advisory firms, we’ve worked with dozens of interns over the years and have identified what makes a successful internship program for both the student and the sponsoring firm,” said IPS AdvisorPro® co-founders Norm Boone, CFP® and Linda Lubitz Boone, CFP®. “Interns tend to be technology savvy and are eager to have a project that they can call their own and contribute to the organization in a meaningful way. This program will provide the IPS and technology training to do that while also providing key insights on ways to maximize their time at their firms.”
IPS AdvisorPro® is built on the industry’s latest technology, capturing the many benefits of providing a secure, online tool that advisors can access any time and anywhere they have an Internet connection. Powerful customization tools provide advisors the flexibility and functionality to tailor their IPSs to their client’s individual situation. Additionally, if firms need to change or update their investment process or methodology, they can simply make those changes, and with one click, automatically update all IPSs across the firm.
The IPS AdvisorPro® Intern Training Program will consist of online training, webcasts and feature the advice of Linda Lubitz Boone, CFP®, and President of The Lubitz Financial Group, OR, Norm Boone, CFP®, and President of Mosaic Financial Partners, on how interns can make the most of their time with their firms, work effectively in their roles and learn all aspects of what a career in the financial services industry entails.
“Many advisory firms have a strong appetite for bringing on interns to help them in their business, yet struggle for what types of tasks and duties to assign them,” said Lubitz Boone and Boone. “We believe that the IPS AdvisorPro® Intern Training Program will be a model for the industry and we look forward to working with the next generation of financial advisors.”
About IPS AdvisorPro®
Created by financial advisors for financial advisors, IPS AdvisorPro® is designed to work with all types of wealth management professionals and their practices. IPS AdvisorPro® offers a flexible solution to creating and managing Investment Policy Statements that are easy to use through an encrypted, secure web-based environment. With over 1,600 users and over 44,000 IPSs created, IPS AdvisorPro® is the industry’s leading technology solution. IPS AdvisorPro® was named in 2006 by Morningstar’ Technology Editor as the “Software of the Year” and was a CPA Wealth Provider “Financial Planning Awards Winner” in 2009. For more information, please visit www.IPSAdvisorPro.com.
TO REGISTER FOR THIS PROGRAM, PLEASE SEE BELOW:
Simply sign up for ONE of the training programs below by clicking the applicable link for the session you wish to attend:
- Wednesday, June 5, 2013, at 4:00pm EST: Please click here to register.
- Wednesday, June 12, 2013, at 4:00pm EST: please click here to register.
Cost – Free for Subscribers!
Please CONTACT Linda Groden at lindag@IPSAdvisorPro.com to obtain the applicable promo code to utilize during your registration process.
Cost – Non-Subscribers
For non-subscribers the cost is $50; this fee will be applied to the cost of your subscription if your firm signs up for IPS AdvisorPro® within the 30 days following its attendance of this program.
We look forward to having you join us for one of these sessions!
For Additional Information, please contact:
IPS AdvisorPro®: Linda Groden, 330-724-7145, lindag@IPSAdvisorPro.com
In a recent blog Finanncial Planning blog posting (from the Advisor’s Coach, Steve Atkinson, March 27, 2013) titled Follow Your Own Advice and Build a Plan, Investment Policy Statements (IPS) were referenced as “an essential tool to help your clients achieve their long-term financial goals— and “a sound intellectual framework for making decisions,”in the words of Warren Buffett.” Of additional interest, the author of this blog paralleled that “Business planning for your firm must command as much of your energy as reviewing and updating an IPS for your clients each year.”
To access the complete article, please click here.
The recent Russell Investments Financial Outlook survey garnered significant media attention with regard to their findings about the use of Investment Policy Statements (IPS). In a recent article from PlanAdviser (Jill Cornfield, March 21, 2013) titled What Advisers Say, What Investors Hear, Rod Greenshields, consulting director for Russell’s U.S. adviser-sold business, stated “One of the best ways an adviser can fulfill their fiduciary duty and encourage a client to stick to a long-term, disciplined plan is to develop a statement of their objectives and related recommendations. These statements can serve as a type of commitment device, reminding investors of their goals and helping them make productive decisions in times of uncertainty.”
Please click here to read PlanAdviser’s article.
Financial Advisor Magazine published an article recently based on a survey conducted by Russell Investments; the article was titled Survey: Investment Policy Statements Help Keep Investors On Course (Kathy Lynch, March 25, 2013). One of the take-aways noted by Russell Investments following their survey was ‘this may be an indication that many advisors are missing an opportunity to help clients stick to a disciplined investment plan.’
Please click here to read this article.