This is the 16th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Independent Insurance Agents & Brokers of America (the Big “I”) has released a new mergers and acquisitions handbook aimed at ...

Is malpractice insurance the same as professional liability insurance? Malpractice insurance, professional liability insurance (also called professional indemnity insurance), and errors and omissions ...

Errors and omissions can be costly. Not just for lawyers, architects and consultants, but for RIAs too. That’s why RIAs should carry Errors and Omissions (E&O) insurance, also known as professional ...

Buying errors and omission (E&O) insurance for a registered investment advisory practice is something that has many advisors scratching their heads in confusion. At ...

Malpractice insurance, professional liability insurance (also called professional indemnity insurance), and errors and omissions (also called E&O insurance) are closely related. But what should you ...

E&O insurance could help cover the legal expenses and potential settlement. E&O coverage is also frequently required in contracts, especially in fields where errors can have a ripple effect on a ...