adequate insurance

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  Gen X Drew Financial Short Stick: Financial Finesse

  By Danielle Andrus, AdvisorOne  |  December 13, 2012

  Gen Xers between the ages of 30 and 44 have suffered from market downturns and are generally worse off than millennials and boomers, says a new Financial Finesse study.

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  5 Traits of the Wealthy That Raise Their Risk of Big Lawsuits

  By David Spencer, ACE Private Risk Services  |  July 11, 2012

  Your high-net-worth clients may enjoy a rich lifestyle, but that may also leave them at risk of multimillion-dollar lawsuits. Read and learn.

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  Conducting Due Diligence of Sub-Advisors and Third-Party Advisors

  By Les Abromovitz  |  January 1, 2012

  Engaging in due-diligence of sub-advisors isn’t just a recommended best practice— it is part of the fiduciary obligation to a client. An RIA should be extremely reluctant to enter a relationship with a sub-advisor who claims the firm’s strategy is proprietary.

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  How to Guard Your HNW Clients From Others

  By John Paolini, ACE Private Risk Services  |  July 12, 2011

  Your clients may have more than adequate insurance; many others do not. Steps you should take to protect the HNW.