A version of this article was published in June 2017. Some financial advisors prepare complicated investment policy statements for their clients, complete with appendixes, footnotes, and legal ...

Note: A version of this article originally published in June 2017. If you start reasonably early, set aside adequate savings, and invest in a semi-sane manner, it's hard to go terribly off track with ...

This policy statement has been updated to reflect the U.S. Office of Management and Budget’s Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR, ...

On April 3, 2023, the Consumer Financial Protection Bureau (CFPB) issued a policy statement summarizing over a decade of precedent and explaining the legal prohibition on abusive conduct in consumer ...

Many companies include mission, vision or value statements in their sexual harassment policies. While a sexual harassment policy can be written to reflect state and federal laws, descriptions of ...

Proposed statements traditionally respond to requests from policymakers, ACS members, or ACS governance. While ACS committees normally take the lead in developing statements, a statement also may be ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Marguerita is a Certified Financial Planner (CFP), Chartered ...

Perioperative Therapy for Resectable Non–Small-Cell Lung Cancer: Weighing Options for the Present and Future As the voice of cancer care clinicians and the patients they serve, ASCO has taken steps to ...

A new policy statement from the American Heart Association/American Stroke Association (AHA/ASA) warns that stroke survivors across the US face steep barriers to rehabilitation, including insurance ...

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 ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...