VIDEO: How to Navigate the Current Fiduciary Liability Insurance Market with Tom Schrandt

VIDEO: How to Navigate the Current Fiduciary Liability Insurance Market with Tom Schrandt The current fiduciary liability insurance market is challenging, with some financial professionals finding it impossible to get coverage they can afford. To help provide a path forward, Lockton Affinity's Tom Schrandt joins Josh Itzoe, CFP®, AIF®, on a recent episode of The [...]

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By | March 30th, 2022|RIA|0 Comments

8 Cyber Risks from Working from Home

8 Cyber Risks from Working from Home A lot has changed about the way businesses work over the last few years, including a rise in the cyber risks from working from home for RIAs and other financial professionals. Most computer systems at big offices are well protected from everyday intrusions. Computers at home are not. [...]

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By | March 22nd, 2022|Cyber security, RIA, Uncategorized|0 Comments

Understanding the Fraud Coverage Within a Cyber Liability Policy: Computer Fraud vs. Funds Transfer Fraud

Understanding the Fraud Coverage Within a Cyber Liability Policy: Computer Fraud vs. Funds Transfer Fraud Most registered investment advisors see any potential fraud involving computers as a serious risk to business, but fraud coverage within a cyber liability policy can vary. Unlike RIAs, insurers don't think of cyber risks like fraud as one single risk, [...]

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By | March 14th, 2022|Cyber security, RIA|0 Comments