Recently Released!!!
Date Published: March 11, 2020
Summary PowerPoint Deck: 37 Slides
Reference PowerPoint Deck: 116 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor professional liability insurance (errors & omissions insurance), which is a critical level of protection for all entrepreneurs. This topic is one in the series of Tiburon's financial advisor planning & documents series.

This research begins with a review of the evolution of financial advisor professional liability insurance (errors & omissions insurance), including its history across several phases, including:

• Early Phase
• Haphazard Growth Phase
• Formalization Phase

This research defines distinct areas of protection, including:

• Errors
• Omissions

This research supports several conclusions for financial advisor professional liability insurance (errors & omissions insurance), including:

• Increasing Importance of Financial Advisor Errors & Omissions Insurance
• Evolving Financial Advisor Professional Liability Insurance (Errors & Omissions Insurance)
• Higher Liability Limits on Errors & Omissions Insurance