The Investment Program Association

We are excited to announce the new client approved IPA Investor Guide, “Guide to Understanding Direct Investments” is now available for ordering! This Investor’s Guide is a perfect resource for advisors to use with clients they want more informed about direct investments. “Guide to Understanding Direct Investments” provides a clear overview of non-traded REITs, equipment [...]

Dear Valued Members: The Investment Program Association (IPA) staff and its committee members have been working behind the scenes to provide informative and educational materials to aid you in promoting direct investments as a viable and essential part of an investor’s asset allocation.  Over the next several weeks and months, the IPA will launch some [...]

If one were trying to find words to describe the direct investments and non-traded REIT market, Keith Allaire, managing director of Robert A. Stanger & Co., has the perfect adjective:  ”Resilient.”

The Investment Program Association (“IPA”) responds to the request of the Financial Industry Regulatory Authority, Inc. (“FINRA”).  Where the IPA commends FINRA in its efforts to ensure the highest qualifications and educational standards of certain Operations Professionals as more fully described and discussed in Regulatory Notice 10-25 (“RN 10-25”), dated May 2010.  Additionally, the IPA also provided their comments [...]

Developed jointly by the Investment Program Association and The American College,  this online training course gives financial advisors a complete overview on direct investments, addresses suitability considerations and how to integrate them effectively in a diversified investment portfolio. The introductory (Level 101) course provides a comprehensive overview of direct investments, suitable both for advisors who [...]