Industry estimates are that 25% of assets under management are those of baby-boomer investors now reaching the age of 75. Not only are assets likely to be moved, but investors are more likely to begin showing signs of dementia or…
It has been said the only constant is change. So it goes with the E&O market for broker-dealers, particularly small firms. Four major factors have played into the decision for a few insurers exiting this year. With the most recent…
Errors & Omissions insurance is not just a good idea, it is a requirement for many professionals and businesses. Also referred to as professional liability or malpractice insurance, E&O insurance provides protection for professionals and companies against legal claims if they…