With statement time quickly approaching this is an excellent opportunity to remind clients that short-term volatility is no reason to abandon their long-term goals. Use this template letter to touch ...

Justin Nadler, co-founder and president, remarks, "We now have a fully mapped and automated template ... statement production and review process internally for HedgeServ, for our clients and ...

MTStock Studio / Getty Images An investment policy statement (IPS) is essentially a business plan for an investment portfolio. Financial advisors often create them for their institutional clients ...

One simple tool an investment policy statement can vastly improve just about everything planners do for their clients, says John Nersesian, managing director of Wealth Management Services at ...