Compensation Strategies Group, Ltd.
Nicholas Pension Consultants
Nova 401(k) Associates
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|Does an Investment Policy Statement Invite Lawsuits?|
Sept. 22, 2015
"Some 'experts' claim the less you give to your client in writing, the better. It minimizes the chance of a lawsuit.... Having an [IPS] is all about trust and disclosure; it's about transparency.... The more the client knows what they are going to get from you and the more they know that you understand them, the more comfortable the relationship between the two of you is going to be."
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