About the author: Charles Tomlinson | SmartBlogs

Charles Tomlinson Charles Tomlinson edits SmartBrief newsletters on insurance, finance and legal matters. He served previously as a newspaper editor in South Carolina.

The direct participation program industry appears poised for strong growth as a dynamic environment lies ahead for its products, say Investment Program Association Chairman Tom Sittema, CEO of CNL Financial Group, and Chair-elect Mitchell Sabshon, president and CEO of Inland Real Estate Investment Corp.

Sittema and Sabshon also discuss their commitment to the IPA and the association’s importance to the industry.[…] Continue Reading »

Real estate is facing concerns over the market’s abundance of capital and the pace of rate increases by the Federal Reserve, said panelists at the Investment Program Association’s 2016 Executive Leadership Summit, held in Washington, D.C., on April 19.

The real estate market cycle tends to last about 18 years, with the steps progressing from recovery to expansion, hyper-supply and recession, said H.[…] Continue Reading »

The potential effects and industry responses to the Labor Department’s fiduciary rule were addressed along with tax-reform issues in a panel including partner organizations of the Investment Program Association at the IPA’s 2016 Executive Leadership Summit, held in Washington, D.C., on April 19.

Dale Brown, president and CEO of the Financial Services Institute, discussed his assessment of the Labor Department’s final fiduciary rule.[…] Continue Reading »

The Investment Program Association is continuing its advocacy work on Capitol Hill with its Fly-in this year as it evaluates regulatory changes such as the Labor Department’s fiduciary rule. The IPA also plans to continue building relationships as changes loom for the executive branch, Congress and regulatory agencies.

The Eris Group serves as the IPA’s voice in Washington, D.C.[…] Continue Reading »

The Investment Program Association formed a Fiduciary Task Force, later nicknamed the “Four Horsemen,” that participated in meetings and wrote comment letters to educate lawmakers and officials about the industry and its concerns over the Labor Department’s fiduciary rule. As a result of the IPA’s efforts, some of its biggest concerns were addressed in the final version of the rule.[…] Continue Reading »