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 ...

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 ...

Reviewing your investment statements each month can help you understand your money, build financial confidence, and make informed decisions. Failing to read your investment statements that arrive each ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Kathleen Elkins Every time Kathleen publishes a story, you’ll get an alert straight to your ...

Discover what net investment means, how it's calculated, and its impact. Learn the formula and see examples to better ...

Forbes contributors publish independent expert analyses and insights. Robert Eccles writes about sustainability in the capital markets. “Our purpose at Newton is—and has been since our founding in ...

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 ...

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 ...

This Investment Policy Statement is intended to summarize the underlying philosophy and processes for the selection, monitoring, and evaluation of investment options offered under the Boston College ...

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 ...