Why an IPS Is So Important for Advisors Right Now
An investment policy statement is among the most important aspects of a fiduciary relationship, says CEO Blaine Aikin.
Fi360 Acquires Flagship Fiduciary Tool IPSAdvisorPro
Norm Boone, IPSAdvisorPro founder, discusses the importance of his founding investment policy statement product and where it goes from here.
Coast to Coast: Norm Boone and Linda Lubitz
Chugging along Florida's Atlantic coast in a rented RV, the recently engaged financial planning power-couple Norm Boone and Linda Lubitz weren't on a relaxed vacation...