Financial advisors who work with high-net-worth individuals, family offices and institutions can enhance their services to clients with the help of an investment policy statement. This formal document ...

Susan Dziubinski: Hi, I'm Susan Dziubinski from Morningstar. We're almost halfway through a very volatile year, and Morningstar's Christine Benz thinks it's a good time to make sure that you have a ...

You can create your own investment statements with a template from the Microsoft Office website. These free templates include a "Statements" category with predesigned forms for the Excel program. A ...

The article below is reprinted with permission from The Capital Issue, a quarterly newsletter published by Lancaster Pollard.One of the major challenges that non-profit boards face is turnover among ...

A question that has come up rather often of late is, “What’s going on with the market?” A brief review of history provides a rather plain and simple answer: nothing out of the ordinary. This is the ...

I do a lot of sales and negotiating training, and contrary to the current economy, it’s becoming a brisk bit of work. That said, there’s often a tough sticking point for many technology and service ...

If you're the kind of financial adviser who doesn't take the time and effort to create specific investment policy statements for your clients you are, believe it or not, in the majority. Shocking as ...