ICYMI: Simon Torrance, CEO of Embedded Finance & Insurance Strategies, talks about people’s dwindling trust in their financial institutions. Listen to the full conversation here: https://lnkd.in/gUs2TZ7b
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In the ever-evolving landscape of financial planning, the stakes keep getting higher. Errors and omissions (E&O) insurance premiums for financial advisors have been rising due to factors like inflation, more claims against advisors and higher legal costs to defend claims. HUB's Reid Irwin recently discussed how advisors can help manage costs: by keeping good records, understanding products sold and fixing issues quickly. Get his perspective in this Investment Executive article: https://ow.ly/Bcl450R1vYO #FinancialInstitutions #Claims #Insurance #ErrorsandOmissions
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In the ever-evolving landscape of financial planning, the stakes keep getting higher. Errors and omissions (E&O) insurance premiums for financial advisors have been rising due to factors like inflation, more claims against advisors and higher legal costs to defend claims. HUB's Reid Irwin recently discussed how advisors can help manage costs: by keeping good records, understanding products sold and fixing issues quickly. Get his perspective in this Investment Executive article: https://ow.ly/Bs2h50QX1sJ #FinancialInstitutions #Claims #Insurance #ErrorsandOmissions
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In the ever-evolving landscape of financial planning, the stakes keep getting higher. Errors and omissions (E&O) insurance premiums for financial advisors have been rising due to factors like inflation, more claims against advisors and higher legal costs to defend claims. HUB's Reid Irwin recently discussed how advisors can help manage costs: by keeping good records, understanding products sold and fixing issues quickly. Get his perspective in this Investment Executive article: https://ow.ly/kMaF50R1HCT #FinancialInstitutions #Claims #Insurance #ErrorsandOmissions
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Comparing Financial Advisors to Insurance Agents, we firmly advocate for the Financial Advisor due to their comprehensive approach. Discover more at https://buff.ly/3VlFw8g #FinancialPlanning #WealthManagement
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Great insights from Simon Torrance on trust in financial institutions.