Investment Policy Statements and IPS AdvisorPro® are a hot topic in The Trust Advisor e-Newsletter

Today’s e-Newsletter from The Trust Advisor, includes an article posted by Scott Martin.  The article, which is specific to Investment Policy Statements is titled Automated Investment Policy Statements Move From Niche To Necessity.  Norm Boone, CFP®, MBA, co-founder of IPS AdvisorPro®, was interviewed for this article.  Please click here to read it.

 

 

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