The Investment Program Association

The IPA hosted a Financial Reform Discussion webinar on Thursday, August 19, 2010. Panelists included Deborah Froling, Partner of Arent Fox LLP; Richard Paley, General Counsel and Chief Compliance Officer of Carey Financial, LLC; Michael Choate, Shareholder of Shefsky & Froelich; and David Baum, Partner of Alston & Bird LLP. The call was moderated by [...]

CREATING A NEW TOMORROW

Gaylord Texan Resort and Convention Center
Dallas, Texas
November 3-5, 2010

You can find over 90%* of the Direct Investment Industry
in one location… at the IPA Fall Conference!

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 [...]

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 [...]