Financial planning tools integrated with back office, contact management software
Once completed, the purchase will grow IPC’s advisory sales force by 50% and enhance the distribution network for its products
PIP parent company Walton Group to focus on its core real estate business
New relationship benefits CARP members and broadens IPC advisors’ client base
Fund dealer to offer clients RRSP loans
Odyssey agreement brings $170 in AUA
$100 million in AUM moving to IPC
Software allows advisors to expand skill set