Financial Advisor Professional Liability Insurance (Errors & Omissions Insurance):
Protecting Financial Advisory Firms & their Partners

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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

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