News & Media
It’s Not Just What You Earn, It’s What You Keep
It’s Not Just What You Earn, It’s What You Keep As an advisor, you focus on helping clients grow their wealth. But it’s not only
Tailoring Strategies to Individual Needs: Align Portfolios with Client Objectives
Your Clients Aren’t Cookie-Cutter. Their Portfolios Shouldn’t Be Either. As a financial advisor, you know that every client who walks through your door has a
Blending Academic Excellence with Practical Solutions: Innovation in Investment Management
Where Investment Ideas Really Come From Most big ideas in investing have not come from Wall Street boardrooms. They have come from university studies and
Institutional-Grade Investment Vehicles: Premier Investment Solutions
The investment strategies once reserved for pension funds, endowments, and ultra-high-net-worth families are now accessible to individual investors through institutional-grade investment vehicles. These sophisticated tools
Developing Proactive Long-Term Care Plans: Personalized Care Plans for Clients
Long-term care represents one of the most significant financial risks facing retirees today. With healthcare costs continuing to rise and life expectancy increasing, developing a
Optimizing IRA Rollovers and Roth Conversions: Wealth Maximization Techniques
Strategic IRA Rollovers and Roth Conversions for Tax-Efficient Retirement Planning For high-income earners and retirees seeking long-term tax efficiency, the strategic use of IRA rollovers
Why Advisors Are Moving to IAP
- Full control over your brand and client relationships
- Flexible, advisor-first technology—no more fragmented systems
- Scalable growth without operational headaches
- A partnership model that works for you, not against you
