Fintech companies are rapidly growing, offering various services that blend finance and technology. These companies range from those providing financial services enabled by technology—like those ...

This is the 16th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Is malpractice insurance the same as professional liability insurance? Malpractice insurance, professional liability insurance (also called professional indemnity insurance), and errors and omissions ...

Buying errors and omission (E&O) insurance for a registered investment advisory practice is something that has many advisors scratching their heads in confusion. At ...

Malpractice insurance, professional liability insurance (also called professional indemnity insurance), and errors and omissions (also called E&O insurance) are closely related. But what should you ...