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fi360 Fiduciary Talk 40: The Importance of the Investment Policy Statement
Fi360 Fiduciary Talk
English - November 01, 2016 17:48 - ★★★★★ - 4 ratingsInvesting Business fiduciary financial regulation standard advisors advisers planners investment advice rule Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
fi360 Senior Policy Analyst Duane Thompson discusses with Director Rich Lynch and Chief Product & Strategy Officer John Faustino why the IPS is so critical and how to effectively build and manage the IPS.