Fiduciary Archives

2 03, 2023

Baby Boomers Impact on Financial Lines Insurers of Investment Advisers
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Baby Boomers Impact on Financial Lines Insurers of Investment Advisers

@PLUS, E&O, Fiduciary, General Risk Management, Misc. Lines

Baby Boomers Impact on Financial Lines Insurers of Investment Advisers

By PLUS|2023-03-02T08:57:17-06:00March 2, 2023|@PLUS, E&O, Fiduciary, General Risk Management, Misc. Lines|0 Comments

The significant impact that the large aging baby boomer population will have on Investment Advisers and, by extension, financial lines insurers underwriting is underway. Ripple effects of retirement, decumulation and wealth distribution directly impacts adviser income and may result in conflicts and refocus toward more aggressive, riskier investment strategy. Being able to navigate this investor profile shift and insure advisers requires understanding of the tremendous influence the Boomer generation has on the economy and equity markets. According to 2020 records from the U.S. Census Bureau, Boomers, born in the two decades following the end of World War II (between 1946 and [...]

PLUS 2022 Conference Content Available to Members

By PLUS|2023-01-26T10:32:24-06:00January 26, 2023|@PLUS, Cyber, D&O, EPLI, Fiduciary, PLUS Conference|0 Comments

The PLUS Conference provides education on the latest in trends and in-depth news from leading experts in the insurance industry. If you missed the in-person sessions in 2022 they are available on-demand for PLUS members to view. Sessions include: Cyber Insurance - Duckling or Swan? Fact or Fiction About the D&O Market Never-Ending Story: Exposures Facing Fiduciaries and Their Insurers Waking the Beast: The Claims Process in a Post-Pandemic World Industry Leaders: Evolution of the Insurance Market EPL Wheel of Fortune - COVID Conundrums & Judicial Quandaries You can watch the recordings here. If you are not a PLUS member [...]

PLUS Podcast: Excessive Fee Litigation

By PLUS|2022-12-14T08:31:42-06:00December 12, 2022|@PLUS, EPLI, Fiduciary, General Risk Management|0 Comments

In this episode Lars Golumbic and Joseph Kelly discuss the litigation trends surrounding excessive fees litigation, how this is evolving, and if excessive fee litigation shows any signs of slowing. You can listen to the podcast episode below or for easy access on the go, listen to the podcast on the PLUS Connect App. Meet the Speakers Lars Golumbic -Principal, Co-Chair Litigation Practice, Executive Committee Member at Groom Law GroupLars Golumbic serves as the co-chair of the firm’s Litigation Practice. His ERISA litigation practice includes the defense of “excessive fee” and ESOP class actions brought against plan sponsors, fiduciaries, and [...]