Plan to update this information regularly to help you manage the client's account. For example, use a customer statement account template to track invoices. Maintain an accurate accounts ...

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 ...

Investopedia / Mira Norian An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides ...