Greg Smith Said Nothing Goldman Clients Didn't Already Know
by Charlotte B. Beyer, Forbes, March 15, 2012

Why Investors Do What's Bad For Them
by Charlotte B. Beyer, Forbes, March 13, 2012

Voices: Mindy Rosenthal, On Coordinating Wealth Advisers
by Mindy Rosenthal, Wall Street Journal, February 29, 2012

Five Things Rich Clients Hate About Their Advisors
by Charlotte B. Beyer, Forbes, December 24, 2012

Clients Want A Real Financial Advisor, Not A Salesman
by Charlotte B. Beyer, Forbes, August 31, 2011

"Investor Education: What's Broken and How to Fix It"
by Charlotte B. Beyer, The Journal of Wealth Management, Summer 2010

“Investor Education and the Family Office”
by Charlotte B. Beyer, Investments & Wealth Monitor, IMCA, March-April 2010

"Change - The Only Constant"
by Christina Ho, Advisor Perspectives, February 2, 2010

"Toward a New Science of Private Client Psychology"
by Charlotte Beyer, CFA Magazine, November – December 2009

"Private Wealth Management Program Helps Investors Protect Wealth in Current Market Turmoil"
Wharton and the Institute for Private Investors Mark 10th Anniversary of Executive Education Program
Globe Newswire, June 8, 2009

“IPI Member Surveys Are Useful Harbingers of Trends Among the Ultra-Wealthy”
White paper by Jeffrey L. Evans, CFA, November 2007

IPI Press Contact: Elizabeth Alexander, ea@memberlink.net, 212 693-1300