Discover how an Investment Policy Statement (IPS) guides financial decisions by outlining goals and strategies between clients and advisors. Learn its essential components.

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 ...

The FTC has long used policy statements, public workshops, reports, and warning letters to influence the marketplace and communicate its thinking about key issues and aspects of its mission. Examples ...

The University originally adopted an affirmative action and equal opportunity policy in November 1972. This policy, which has undergone review and revision over the years, serves as the official ...

“According to the 2019 Policy Statement, the 2013 Policy Statement had been ‘misinterpreted to suggest that a unique set of legal rules should be applied in disputes concerning patents subject to a ...

On April 3, 2023, the CFPB published a new official statement of policy on the authority that Congress passed in the Consumer Financial Protection Act of 2010 (“CFPA”), codified at 12 U.S.C. § 5536(a) ...

The Consumer Financial Protection Bureau on Monday issued a policy statement redefining what constitutes an "abusive" act or practice, a standard that has vexed banks and financial firms since it was ...