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HE
IPI ADVISOR membership offers a wealth of resources and educational opportunities
for the professional in the ultra-high-net-worth market.Advisor members join IPI for education and insight about the ultra-high-net-worth individual, and for positioning opportunities with the IPI private investor membership.
Smaller events focusing on advisor education. Held throughout the year in New York, San Francisco and Southern California. Show preview
An annual publication bringing together the best of the previous year and listings of member firms by service and product. Show preview
A monthly summary of questions from the Private Investor Listserv (email group). Show preview
Surveys of the membership conducted throughout the year, including Family Performance Tracking® and the Annual Survey of Advisors. Show preview
Including handouts and recordings from key forum sessions going back
to 1998. Show
preview
RFI allows private investor members to anonymously evaluate money managers or other service providers. Like an RFP online, RFI can assist you in your marketing outreach as well as help private investor members in their due diligence. Show preview
Via Member Channels, members can directly answer questions posed by the private investor membership. Answers are posted on Member Channels and also go directly to the inbox of the private investor who originally asked the question. Show preview
Advisor members have unlimited opportunities to communicate to IPI's private investor members through Advisor Update articles. In an Update, advisors can post white papers, performance reports, offer a market point-of-view, or expand on a private investor listserv question. Show preview
The Advisor DataBank¨ serves as a source of preliminary information on advisors. Members are listed, and are searchable, by products and services offered, type of firm, size of firm and location. Show preview
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