Carlos J Garza: How IPX benefits clients and employers

How IPX benefits clients and employers IPX gives me access to the most experienced money managers and lowest cost mutual funds, including Vanguard and Fidelity Investments. The platform allows me to use some of the best investments possible to help meet my client’s...

Bob Edwards: TERS helps my business

TERS helps my business The IPX-TER (Transfers, Exchanges, Rollovers) team is wonderful. With the support of the IPX-TER team, I can grow my business instead of chasing down paperwork and statuses to complete transfers. I can focus on growing my business and supporting...