liability insurance

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  Matching HNW Clients’ Coverage With Their Risk Profile

  By Kathleen Tierney, Chubb  |  May 14, 2013

  Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.

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  Tainted Honey Sticking It to Global Investors, Consumers

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2013

  There are many ways investors can get stung on Asian investments—but there can be sweet opportunities, too

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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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  Why Entrepreneurs Love Dallas and Hate L.A.

  By Gil Weinreich, AdvisorOne  |  May 8, 2012

  A survey conducted by Thumbtack, a website that helps consumers get bids from local handymen, yoga instructors and even financial advisors, provides data from local entrepreneurs themselves.

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  Security Benefit, Mesirow Financial Team Up on Fiduciary Service

  By Melanie Waddell, AdvisorOne  |  January 27, 2012

  Security Benefit and Mesirow Financial Investment Management Inc. recently joined forces to help employers offer a retirement plan for their employees, and to assume the fiduciary role of selecting investments for participants.

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  4 Top Issues to Address in a HNW Client New Year Insurance Checkup

  By David Spencer, ACE Private Risk Services  |  January 17, 2012

  Neglecting to adjust your HNW client’s insurance program each year can lead to an unacceptable level of risk.

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  Preventing and Dealing with Client Complaints

  By Les Abromovitz  |  January 1, 2012

  Although the SEC has not provided specific guidance on how client complaints should be handled, a firm’s policies and procedures should provide clear direction how to do so, as neglecting complaints can exacerbate a bad situation.

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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.