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

This policy template is a collaborative effort by a group of whistleblowers, investors, founders, and activists, compiled by TechCrunch. The full list of contributors can be found below. Venture ...

States the rationale for the new proposed policy or change to existing policy. Also explains the history of the proposed policy, including policies superseded or modified and which stakeholders have ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Katharine Beer is a writer, editor, and archivist based in New York. She has a broad range ...

Creating a policy for managing invoices may seem time-consuming initially, but in the absence of a policy, organizations are operating in the wilderness without a map. Once created and enforced, an ...

As more employees begin using company cards, even minor policy gaps can quickly escalate into larger issues, such as missing receipts or unclear spending guidelines. A corporate credit card policy ...

That policies and decisions provide distinctive foci for the application of scholarly attention is a hallmark of the last half of the 20th century. Among landmark invocations of such attention was and ...

This editable template contains highlights to help you customize it to your firm’s needs for a simple, common-sense policy governing employees’ social media presence. Today, social media encompasses a ...

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about empowering ...

Free template addresses critical gap as nine in 10 students worry about breaking AI rules due to unclear institutional policies The free template addresses a critical challenge facing higher education ...