The day-to-day duties of financial professionals are changing rapidly. With more and more solutions available for clients and vast regulatory reform, the role of financial professionals will continue to change. One way to protect yourself and the additional roles you …Read More
The Importance of EPL Insurance
What is EPL Insurance? Employment Practices Liability Insurance will cover you for the costs stemming from claims associated with the employment process. EPL Insurance coverage reimburses your business for the cost of fighting employee allegations in court, regardless of the …Read More
How to Handle a Cyber Breach
As a business professional, you likely know the threat of a cyber breach to your business and how cyber-crime affects companies regardless of industry or size. While you can take steps to improve your company’s data security and enforce rules …Read More
How to Respond to a Subpoena as a Financial Professional
Companies in the financial industry have access to numerous types of client records. Whether you are a CPA, a lawyer or an investment advisor, requests for records can come from multiple sources. What should you do if a request for …Read More
Reasons to Send an Engagement Letter
Simply put, an engagement letter is a contract between you and your client. Each new client or project, big or small, should start with a letter that is signed by both parties. These letters can be used as binding contracts …Read More
Frequently Asked Questions about Professional Liability Insurance
As a financial advisor, you need Professional Liability coverage for the services you provide. From disgruntled clients to fiduciary liability or even typos, the right coverage makes all the difference. What is the Difference between Professional Liability and E&O? Professional …Read More
Education Resources to Protect your Business
Lockton Professional has built a library of education resources and tools to help professionals like you. Whether you are accountant, financial advisor, attorney or architect, there are many ways you can protect your business from the risks you face each …Read More
Cloud Storage for Businesses
The cloud is a great piece of technology that can save storage space and technology funds. Working on the cloud can allow your company to be more efficient and cost-effective. But what are the threats to cloud storage for businesses? …Read More
The Importance of Business Owner’s Insurance for Accountants
As an owner of your own accounting firm, you never want to think about damage to your hard-earned business. Unfortunately, it’s a risk you face each and every day. Whether a fire shuts you down for months or a broken …Read More
How secure is your company’s data
Cyber Security is a growing concern for large and small businesses alike. As more and more company and client information is stored digitally, it is critical to protect that data. And if you store Personally Identifiable Information (PII), such as …Read More