McNamara Financial Services, Inc.
December 9, 2011
A Case Study in how a comprehensive financial planning and investment management firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more
The Henderson Group
October 18, 2011
A Case Study in how a leading family wealth management firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more
Keats, Connelly and Associates, LLC
August 29, 2011
A Case Study in how a leading cross-border financial advisory firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more
Cape Ann Savings Bank – Trust and Financial Services
August 21, 2009
How a leading community bank and trust is reducing risk in its delivery of investment advice through the technology platform of IPS AdvisorPro®. Read more
Syverson, Strege & Company
June 22, 2009
How a Leading Wealth Coaching Firm is using Investment Policy Statements (IPS) and the technology platform of IPS AdvisorPro® as a competitive advantage in attracting and retaining individual investors and small endowments, foundations and charities. Read more
Monroe Bank & Trust
May 19, 2009
How a Leading Community Bank is Transforming Their Wealth Management Group Through Investment Policy Statements and IPS AdvisorPro®. Read more
Focus Financial Group, LLC
April 3, 2009
How an Independent Financial and Investment Planning Firm Utilizes Investment Policy Statements as a Point of Reference and to Maintain Their Standard of Excellence in Client Services and Education. Read more
Shareholders Service Group
April 3, 2009
How a Leading Custodian Adds Value to Their Advisor Clients through Investment Policy Statements. Read more
Harris myCFO Investment Advisory Services, LLC
April 2, 2009
How a Leading Wealth Manager Enhances Their Service Offering Through Investment Policy Statements. Read more
