Note to advisers and clients: Put your investment plan in writing
from CFA Institute's Enterprising Investor
Pop quiz for financial advisers: Do you help your clients write an Investment Policy Statement (IPS)? And, for investors: Do you insist on drawing up an IPS with input from your adviser? If not, why not? Whether you are a financial adviser or an individual investor, an IPS is the cornerstone of any investment process.
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