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Does an Investment Policy Statement Invite Lawsuits?
fi360Link to more items from this source
[Opinion]
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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