Practice management extras
What provisions do you need to look for in an E&O policy?
Advisors should take a close look at key provisions in their errors and omissions plans to ensure that they are adequately protected in case of potential claims, explains Joanna Reid, vice president, consumer practice with Marsh Canada, who outlined some of these provisions during a presentation at CIFPs annual conference […]
What needs to be documented?
Documentation is an advisor’s best tool to protect against errors and omissions claims, but what needs to be documented? Joanna Reid, vice president, consumer practice with Marsh Canada outlined some key information that advisors should be preserving in their client files during a presentation at CIFPs annual conference in June. […]
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