Home Investment Planning Counsel Inc.

Company: Investment Planning Counsel Inc.

17 results found
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Former leader Chris Reynolds will transition to a new executive chair role on July 1

  • By: IE Staff
  • June 3, 2021 June 3, 2021
  • 12:35
man on laptop

Advisors may need to review financial plans more as the pandemic forces clients' priorities to change

man using laptop

Online education also provides opportunity for prospecting

acronym 'etf' of the yellow square pixels on a black matrix

The new portfolios, managed by Counsel Portfolio Services, are intended for investors across the wealth spectrum

meeting room interior with table, raw of chairs and block-notes,decorated in black and white tones

The two dealers will pay slightly less than $11 million to resolve allegations that clients paid excess fees

meeting room interior with table, raw of chairs and block-notes,decorated in black and white tones

The two dealers self-reported weaknesses in their controls which resulted in some clients paying excess fees

The acquisition will enhance IPC's offerings and broaden its advisory base while creating efficiencies in insurance

The deal includes the acquisition of IPG, Virtuco Technologies and IPG Insurance

IPC and PPI have completed their strategic alliance in a bid to bring a full range of insurance products to IPC clients

  • By: Brent Jolly
  • December 14, 2012 October 30, 2019
  • 00:00

Financial planning tools integrated with back office, contact management software

  • By: IE Staff
  • October 17, 2010 October 17, 2010
  • 11:53