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Registered Rep. October 27, 2010 Charles Paikert	Social Networking May Be Insurance Risk Social networking sites have become a new risk worry for high-net-worth clients, according to a new report from Chubb Group of Insurance Companies.
Investment Advisor July 2006 Marlene Y. Satter	Insurance Update: Reviewing the Situation When advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however, there can be a big gap if advisors don't thoroughly review all the types and levels of coverage their clients have.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Commercial Investment Real Estate Jul/Aug 2015 Mary Stark-Hood	Property Casualty Insurance As a business owner, you know the importance of protecting your real estate business from financial loss. Some risks may be acceptable, but many are not.
Entrepreneur August 2006 Paul & Sarah Edwards	Get It Covered Insure your business from the start.
The Motley Fool February 5, 2007 Dan Caplinger	Insuring Your Small Business Once you've created a successful small business, you'll want to ensure that your business is protected from various kinds of risk. One way is to buy a business insurance policy.
The Motley Fool January 27, 2007 Elizabeth Brokamp	Why You Need Umbrella Insurance Think you have adequate coverage? Not unless you're carrying an umbrella.
Entrepreneur January 2007 Jacquelyn Lynn	Extra Cushion If you get sued, will your current liability coverage be sufficient? For most growing businesses, the answer is probably no, but increasing your liability limits can be costly.
Financial Advisor October 2006 Eric L. Reiner	P&C Insurance For The Rich And Famous These clients' unique needs warrant attention from advisors. Homeowners... Flood Insurance Gets Personal... Personal Director's Liability Insurance... etc.
Entrepreneur August 2007 Jacquelyn Lynn	Small Business Owners Risk Identity Theft Insuring your identity makes it easier to get it back.
Financial Planning April 1, 2012 Nancy R. Mandell	Covering Up Without appropriate liability coverage - which most experts place at 100% of net worth - a single incident could destroy an entire portfolio.
Inc. September 2008	Insuring Your Business A closer look at the insurance coverage businesses should have includes consideration of growing companies and special circumstances.
Inc. April 2007 Dan Briody	Full Coverage How to hedge your cyber risk with insurance.
Commercial Investment Real Estate Sep/Oct 2012 Kevin Kerridge	Use a Lifeline Smaller companies need to manage risk in an uncertain market.
The Motley Fool July 5, 2006 Dan Caplinger	Get an Insurance Checkup: Part 1 The purpose of insurance is to protect you against risks that you face, and because the risks you face change over time, your insurance needs change over time as well.
Registered Rep. November 1, 2004 Shaw Grove & Alan Prince	Because They Can With more advisors chasing high-net-worth clients, family offices have officially entered "buyer's market" territory, which is bad news for those who dislike tending to the nonfinancial demands of ultrawealthy clients.
Registered Rep. July 12, 2011 Charles Paikert	Family Office Quandary May Benefit Wealth Managers For single-family offices, a recent Securities and Exchange Commission ruling marked the beginning of an identity crisis writ large -- one that will reshape the family office business and may ultimately benefit wealth and asset managers.
Financial Advisor July 2008 Eric Rasmussen	Taking Cover You can make life easier for clients later if you push them to get excess liability insurance now.
The Motley Fool February 5, 2007 Dan Caplinger	Insuring Your Small Business: Part 2 What if you need more than just liability insurance? With all of the different types of insurance available to small businesses, you may find it difficult to decide which policies you really need.
Registered Rep. September 1, 2004 Grove & Prince	Onward, Downward The new family-office model has a very different motive: profit, as opposed to privilege.
Registered Rep. May 1, 2004 Grove & Prince	E Pluribus Unum As advisors set their sights ever higher, one of the most sought-after types of client is the family office, with advisor notions of the ideal falling just this side of Bill Gates or Warren Buffett.
Financial Advisor June 2006 Grove & Prince	Competing As A Family Office Operating as a multifamily office yields significant benefits for the advisory practice. Satisfied families will help bring other families into the office, which will increase both assets under management and fees.
New Architect May 2002 Kevin Savetz	Data Insurance Cover your most valuable assets -- the intangible ones...
Insurance & Technology November 5, 2008 Drew Bartkiewicz	Online Privacy Presents a Growing Liability Not enough companies are prepared for or insured against cyber liability, given the new reality that their business risk is so deeply tied to their mastery of IT and of the Internet itself.
The Motley Fool June 18, 2007 Rich Duprey	The Finishing Coat of Homeowners Insurance Just as auto, life, and disability insurance provide protection in the event of a catastrophe, homeowner's insurance should be considered an integral part of your overall financial plan.
The Motley Fool June 7, 2007 Selena Maranjian	Who Needs Umbrella Insurance? It might surprise you how handy -- and inexpensive -- this insurance can be.
On Wall Street September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
The Motley Fool August 18, 2006 Selena Maranjian	Umbrella Insurance for Rainy Days Wherever your personal liability coverage ends, umbrella insurance coverage is designed to pick up the slack.
Bank Systems & Technology March 7, 2005 George Hulme	May I See Some ID, Please? Identity theft continues to be consumers' top complaint, and ID theft-related complaints are on the rise. Bank-related identity theft comprised 18 percent of all ID theft complaints.
Financial Advisor January 2005 Grove & Prince	The Future Of The Family Office Several new business models are fueling the growth of these firms: information drawn from the authors' latest book, Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy.
On Wall Street September 1, 2008 Larry Silver	Get Closer to Clients Don't just hang your shingle in the local business district and expect prospective customers to come to you.
The Motley Fool October 23, 2006 Tim Beyers	Foolish Advice on Business Liability Insurance Think your business won't get sued? Think again. Whatever the root cause, lawsuits seem to be rising. Here are three questions business owners need to ask themselves before buying liability insurance.
Registered Rep. April 1, 2006 Janet Arrowood	Scary Story In a world where financial lawsuits regularly make headlines, advisors that ignore their E&O coverage do so at great risk to their careers and their pocket books. Legal fees alone can crater a wallet.
Financial Advisor November 2006 Robert Casey	Multiplication Multifamily financial advisory offices report double-digit growth, with smaller organizations leading the way.
Financial Advisor October 2004 Grove & Prince	Family Offices: Assets And Motivations As advisors and financial services firms vie to add the most affluent clients to their roster, the family office is at the top of the list when it comes to assets and opportunity.
Registered Rep. August 13, 2015	Four Tips for Working with Single Family Offices Here are four tips to explore to help you better understand and build a trusted advisor relationship with family offices.
Investment Advisor January 2007 Marlene Y. Satter	Who Are You? Are your financial advisory clients protected from identity theft and fraud? Are you? In 2000, Chubb added identity theft protection to its homeowner's insurance policies.
The Motley Fool February 5, 2007 Dan Caplinger	Insuring Your Small Business: Part 3 If you can't buy every type of coverage, you need to prioritize. Without the right insurance coverage, you may be putting the source of your current and future income at risk.
U.S. Banker April 2003 Matthew Miller	Skeletons in the Credit Closet A growing number of cash-strapped parents are stealing their kid's identity. The debt is piling up.
On Wall Street July 1, 2009 Gerri Leder	Family Office: Frontier or Fad? Some advisors are jumping on the multifamily-office bandwagon, looking for the "new, new thing" that will transform their practices, revive their books, and restore their enjoyment for the business.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
Financial Planning June 1, 2013 Matt Ackermann	United Capital's Joe Duran: Imitating Starbucks The CEO of United Capital plans a nationwide network of planners with a consistent look and feel.
The Motley Fool February 9, 2004 Selena Maranjian	Do You Need Personal Liability Insurance? Are you likely to get sued -- and how would you pay for it? One type of insurance to consider -- given our litigious society -- is personal liability insurance.
Financial Planning May 1, 2013	Ameriprise's Don Froude: 'Take Care of My Family' For the head of Ameriprise Financial s Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.
Financial Planning October 1, 2012	Less-Risky Business: Protecting your Financial Planning Firm from Fraud Deena Katz tells financial advisors 5 easy steps to protect your firm from fraud and software vulnerabilities
InternetNews July 19, 2007 Roy Mark	DoJ Sends ID Theft Bill to Congress The Bush administration sent proposed legislation to Congress today that aims to update and improve federal identity theft laws.
Financial Advisor November 2005 Joel Bruckenstein	Securing Yourself And Clients Identity theft poses a serious threat for financial advisors and their clients. Here are steps to take to prevent identity theft and related security concerns.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
On Wall Street July 1, 2013 Alan J. Foxman	Rebuilding Your Career After FINRA Sanctions Our legal expert discusses how to deal with FINRA investigation.
Financial Advisor February 2004 Tracey Longo	Facing The Confidence Crisis How you can help clients deal with the mutual fund scandals.