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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 [...]

2023 PLUS Symposium Series Break Attendance Records

By PLUS|2023-03-03T13:54:00-06:00March 1, 2023|@PLUS, Cyber Liability Symposium, D&O, D&O Symposium, EPL Symposium, Transactional Risk, Transactional Risk Symposium|0 Comments

The Professional Liability Underwriting Society recently held its Symposium Series in New York at the Marriott Marquis Times Square. This annual event this year consisted of four educational events over the course of 3 days focusing on D&O, Cyber, Employment Practices Liability, and Transactional Risk. This year’s Symposium Series was the largest PLUS event ever with over 2,100 PLUS members in attendance across the 4 events. Attendees came from 38 states and more than 14 countries. With almost 1,100 in attendance, this year’s D&O Symposium was the largest since 2016. The Cyber Symposium sold out the week before the event [...]

How Has PLUS Kicked Off 2023?

By PLUS|2023-02-27T08:34:31-06:00February 27, 2023|@PLUS, PL Insurance|0 Comments

Do you want to know how PLUS has kicked off 2023? Take a look at our January and February Recap to see what new content we have released to our blog. Click on each title below to view the content. Podcasts In the Boardroom with Resnick and Fuller, Episode 4 In Episode 4 of this podcast series, John and Stephanie discuss how corporate boards and officers should respond to negative financial news and specifically the speculation that a recession in 2023 appears inevitable. Blog Posts Privette Doctrine: Not An Absolute Shield The “Privette Doctrine” is a well-accepted rule that has [...]