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In a recent Client Satisfaction Survey, IPC Advisors received some of the best ratings from their clients in major categories like ‘knowledge’ and ‘honesty’ – but surpassed all of the big banks’, brokerages and dealers on client satisfaction.

A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned.

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or.