sometime today or tomorrow you will be meeting with a client to present or review an Investment Policy Statement. Over the course of this year, you will do the same with many clients because you know that the IPS is an essential tool. But are your firmís goals and plans as well documented?
Follow Your Own Advice and Build a Plan
To continue, please sign in or become a member.
Join the On Wall Street
MEMBERSHIP IS FREE
- Access to essential information that independent advisors need to make informed decisions
- Exclusive E-Newsletters delivering the latest headlines to your inbox
- Access to white papers, web seminars, blogs, discussion boards, and CE exams
Have an account?
SIGN IN HERE