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 ...

A strategic policy example is a written statement of an organization's choices in its operating environment. For example, a public or nonprofit agency chooses which of society's problems to address ...

The Consumer Financial Protection Bureau (CFPB) is looking to clarify what constitutes abusive conduct in consumer financial markets. On Monday, the bureau issued a policy statement that the regulator ...

On April 3, 2023, the Consumer Financial Protection Bureau (CFPB) issued a policy statement on its interpretation of the prohibition on abusive conduct under the Consumer Financial Protection Act ...

On November 10, 2022, the Federal Trade Commission issued its “Policy Statement Regarding the Scope of Unfair Methods of Competition Under Section 5 of the Federal Trade Commission Act.” The Statement ...

Your company's safety policy statement is the first word to employees about your feelings about safety, both on and off the job. It states your commitment to safety and lets your employees know that ...

Purdue University is committed to maintaining a community which recognizes and values the inherent worth and dignity of every person; fosters tolerance, sensitivity, understanding, and mutual respect ...

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...

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 ...

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 ...