The holiday season has returned, and many companies are planning holiday parties for their employees. While a holiday party can be a great way to reward employees, here are some tips and recommendations to enjoy the celebrations while reducing the liability for your organization. Stay healthy: Tell … Read more
What Is the Impact of Technology on Professional Liability for CPAs? Technology has profoundly impacted the professional liability landscape for Certified Public Accountants (CPAs). With the advent of advanced accounting software, cloud computing, and artificial intelligence, CPAs can perform their tasks more efficiently and accurately. However, these technological advancements also bring new risks and liabilities, … Read more
In today’s world, professional liability claims abound. Professional liability insurance, also referred to as errors and omissions (E&O) insurance, is a vital policy for businesses large and small. If you’re a professional working in almost any industry — be it legal, real estate, tech, or consulting — where your business offers services or advice, professional … Read more
Jump to winners | Jump to methodology Leaders of their industry niche The professional liability space has been competitive of late, with soft rates prevailing due to a significant amount of capital waiting to be deployed. Despite the overall softness, certain classes of business and specific locations are continuing to present challenges. Director of insurer partnerships … Read more
Welcome everyone! Welcome to the 405th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Gaetano Sacco. Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. What’s unique about … Read more
