Like sand in a shoe, tiny words matter. Tune in for a concise exploration of the hidden language that can hurt you and what alternatives are better.
InvestaGuard Application
InvestaGuard Highlights Flyer
InvestaGuard Why Buy - Key Features Deep Dive
InvestaGuard is the best E&O policy for financial firms our industry has seen in 15 years and available exclusively through InterWeb Insurance LLC.
Designed for Broker-Dealer, Registered Investment Advisor and Insurance Agency firms and their advisors.
With over 30 years’ experience brokering financial services E&O, we created this policy with you, the policyholder, in mind.
Nearly 40% of advisors are using alternative investments. Alternative Mutual Funds (AMFs) are a far departure from traditional funds as they are complex, have limited liquidity and are on FINRA's radar. Tune in to learn more, including how they can be appropriate for your practice.
JPMorgan Abandoning Commissions … Or Not?
JPMorgan seems to be in a state of flux, along with other broker-dealers, in terms of what to do with plans to drop commissions in retirement accounts as part of its compliance with the Department of Labor’s new fiduciary standard
Merrill Opens ‘Pandora’s Box’ With Shift on Commissions: Analysts
Merrill Lynch told its Thundering Herd Thursday that it plans to explore “options” for at least some clients who might benefit from commissions in retirement accounts, a shift from its earlier fee-only approach to the new Department of Labor’s fiduciary standard.
Thinking Millennial: How to Woo the Largest Generation
Feel the ground trembling underfoot? It's the largest generation in American history thundering into the economy: more than 92 million millennials, now about 19 to 35 years old.
What Do Marketers Really Know About Millennials?
It seems like marketing is all about Millennials, but who are these Millennials, anyway? You know that Millennials are people born between 1982 and the two decades after that. You know that Millennials matter to your business. After all, they're young adults with families, or they're emerging into adulthood.
E&O Exclusions Do They Drive You Crazy
About once a month a prospect actually tells me they hate E&O insurance. It doesn't offend me, but rather reaffirms my commitment to educating my customers. Let's unravel the mystery behind exclusions.
Elders Special Handling Required
“Elders Special Handling Required” If you specialize in serving the senior market, or plan to, today's message is for you.