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Insights & News

Sharing the latest from our investment committee, IPI team, or industry professionals.

Investment Insights

Introducing the Wealthbox AI Notetaker

Introducing the Wealthbox AI Notetaker

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Navigating Compliance Challenges: Essential Strategies for Success

Navigating Compliance Challenges: Essential Strategies for Success

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Democratizing Financial Advice: TradePMR Launches Asset Match for RIAs*

Democratizing Financial Advice: TradePMR Launches Asset Match for RIAs*

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

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Versatile 529 Plans Can Help with More than Just College

Versatile 529 Plans Can Help with More than Just College

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Life Insurance in Retirement

Life Insurance in Retirement

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QLACs: Your Retirement Accounts Can Act Like Pensions

QLACs: Your Retirement Accounts Can Act Like Pensions

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Peer-to-Peer Payments Are Popular, but Be Careful

Peer-to-Peer Payments Are Popular, but Be Careful

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Golf Is Back, but Good Luck Getting a Tee Time

Golf Is Back, but Good Luck Getting a Tee Time

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Concerned About Cyberattacks? The Threat Is Real

Concerned About Cyberattacks? The Threat Is Real

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Press Releases

IPI Wealth Management Unveils Refreshed Brand and New Website, Reinforcing Commitment to Advisors and Clients

Together, these initiatives mark a bold step forward in the firm’s mission to empower independent financial professionals with the freedom, tools, and support they need to help clients achieve their goals.

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A Bold New Look Built For Financial Advisors

As IPI Wealth Management continues to grow and evolve, our new brand tells the story of where we’ve been and where we’re headed. Take a look at what’s changing and how it reflects our ongoing commitment to empowering independent advisors.

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Solutions For Your Business

We want to see you succeed. Let’s talk about how our services can move your business forward.

Contact The IPI Team

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.

© 2025 Member FINRA/SIPC     Check the background of this firm on FINRA’s BrokerCheck

IPI Form CRS | IPIWM Form CRS | Reg BI Disclosure | Privacy Policy | Disclosures | Best Execution | Business Continuity

Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.

Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor’s overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.