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Golsan Scruggs RIA E&O Liability Insurance for Investment Advisors

Golsan Scruggs provides RIA E&O errors and omissions Insurance to registered investment advisors. Get the right E&O professional liability insurance.

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Golsan Scruggs RIA E&O Liability Insurance for Investment Advisors | golsanscruggsria.com Reviews

https://golsanscruggsria.com

Golsan Scruggs provides RIA E&O errors and omissions Insurance to registered investment advisors. Get the right E&O professional liability insurance.

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1

RIASURE Risk Survey | Golsan Scruggs

http://www.golsanscruggsria.com/risksurvey

WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. Learn why understanding your practice and analyzing coverage issues protects your business. Create your own user feedback survey. Insurance Products: Investment Advisors Errors and Omissions Liability Insurance.

2

RIA Liability Claim: Define “Alternative Investments” | Golsan Scruggs

http://www.golsanscruggsria.com/ria

RIA Liability Claim: Define “Alternative Investments”. Proverbs 4:13 informs us to “Hold on to instruction, do not let it go; guard it well, for it is your life.” In navigating a successful investment advisory practice, we are wise to learn from other firms and their fiduciary claim nightmares. Once again, when it comes to purchasing E&O (errors and omissions) insurance, “Details, details, details! Might it be good to grasp the subject prior to receiving a Breach of Fiduciary Duty claim? The advisory fir...

3

Fiduciary vs. Suitability? What’s the Big Deal? | Golsan Scruggs

http://www.golsanscruggsria.com/fiduciary-vs-suitability-whats-the-big-deal

Fiduciary vs. Suitability? What’s the Big Deal? This subject may feel a bit old and tired at this juncture, but we want to look through a different lens. It has been nearly five years since Dodd-Frank passed and supposedly gave powers to the SEC to implement the fiduciary standard on Broker Dealers/Registered Representatives. As we know, this implementation has not occurred and has faced significant backlash from the Broker Dealer community. So, why has the BD community fought so hard? The individuals to...

4

RIASURE Risk & Insurance Guide | Golsan Scruggs

http://www.golsanscruggsria.com/riskguide

RISK and INSURANCE GUIDE. RISK and INSURANCE GUIDE. WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. Learn why understanding your practice and analyzing coverage issues protects your business. Golsan Scruggs, in association with Markun, Zusman, Freniere, Compton LLP, have published a white paper entitled RIA Risk and Insurance Guide. It highlights the sources of the risks that Investment Advisers encounter in their practices.

5

Mutual Fund E&O Liability Insurance | Golsan Scruggs

http://www.golsanscruggsria.com/funds

WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. Learn why understanding your practice and analyzing coverage issues protects your business. In an evolving industry known for its swift pace and competitiveness, balancing high expectations of sophisticated investors while managing funds with the utmost standards of good faith and fiduciary duty can generate a variety of liability exposures for mutual funds and their managers. The impleme...

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GS Risk Management – Golsan Scruggs

http://www.golsanscruggs.com/riskmanagement

WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. 10998 SW 68th Parkway Portland, OR 97223. 1710 West Main, Suite 113. Battle Ground WA 98604. What is your TOTAL COST OF RISK? Our COPRO approach is a process focused on the identification and measurement of risk with the goal of implementing and monitoring appropriate risk management strategies that lower the cost of risk within your organization. How should they be managed? We do not see our...

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Are you exposed to cyber risk? – Golsan Scruggs

http://www.golsanscruggs.com/are-you-exposed-to-cyber-risk

Are you exposed to cyber risk? As a subject that is commonly current in client risk review discussions and, in addition, can be challenging to evaluate, we thought it might be helpful to summarize the 10 most costly data breach events that U.S. based companies have experienced to date. Here are the Top 10 Data Breaches summarized:. Hackers obtained names and emails from system affecting 75 of their clients (Best Buy, JPMorgan, Capital One, Citi). Malware compromised 130 million credit/debit card records.

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GS Human Resources – Golsan Scruggs

http://www.golsanscruggs.com/hr

WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. 10998 SW 68th Parkway Portland, OR 97223. 1710 West Main, Suite 113. Battle Ground WA 98604. Companies of all sizes rely on Golsan Scruggs HR as its Human Resources partner. It is a daunting position. With limited time, budgets, personnel and resources, managers are looking for creative ways to seamlessly outsource certain labor-intensive responsibilities. They desire an easier, simpler w...

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Legislation affecting Oregon employers – Golsan Scruggs

http://www.golsanscruggs.com/legislation-affecting-oregon-employers

Legislation affecting Oregon employers. By Sean Banks – Director of GS Human Resources. The following are brief highlights of recently enacted legislation which may have an impact on Oregon employers. Effective July 1, 2015, Oregon State law permits a person to grow limited amounts of Marijuana on their property and to possess limited amounts of recreational marijuana for personal use. The employee must continue to make any normal contributions to the cost of the health insurance premiums. 10 or more emp...

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GS Insurance – Golsan Scruggs

http://www.golsanscruggs.com/insurance

WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. 10998 SW 68th Parkway Portland, OR 97223. 1710 West Main, Suite 113. Battle Ground WA 98604. Golsan Scruggs has been servicing insurance and risk management needs for many years. We are built on the principles of providing superior customer service, quality insurance solutions and indepth risk management practices for our customers. Directors and Officers Liability.

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Our Staff – Golsan Scruggs

http://www.golsanscruggs.com/staff

WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. 10998 SW 68th Parkway. Portland, OR 97223. 1710 West Main, Suite 113. Battle Ground WA 98604. KENNETH R. GOLSAN. LOREN D. PENNER. COO and Dir. of GS RM. BRIAN K. FRANCETICH. VP and Dir. GS RIA.

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Oregon’s recreational marijuana laws now in effect – Golsan Scruggs

http://www.golsanscruggs.com/oregons-recreational-marijuana-laws-now-in-effect

Oregon’s recreational marijuana laws now in effect. Measure 91 allows Oregonians to grow limited amounts of marijuana on their property and to possess personal limited amounts of recreational marijuana for personal use beginning July 1, 2015 under Oregon law. The ability to buy marijuana at a retail outlet is not expected to start until the fall of 2016. If you have any immediate questions, please call Sean Banks at 503-244-0297. Return to CORPO Updates.

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COPRO – Golsan Scruggs

http://www.golsanscruggs.com/copro

WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT. 10998 SW 68th Parkway Portland, OR 97223. 1710 West Main, Suite 113. Battle Ground WA 98604. Answer: Where does your organization want to be 5-10 years from now? How are you going to get there? What obstacles could prevent or hinder your success?

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Tel: 98 352 3621492. کلیه حقوق مادی و معنوی این سایت متعلق به شرکت گلسنگ کویر یزد می باشد . طراحی و توسعه توسط alireza.pourchitsaz@gmail.com.

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شبکه پرداز گلسان-Golsan Net -

هرآنچه در فکر دارید از آموزش تا تجهیزات. آنتن های میکروتیک و سایر تجهیزات. طراحی شبکه های بیسیم و محلی. مشاوره خرید و انتخاب تجهیزات. MikroTik , Network , Cisco. اینکه از ما چه کمکی برای شما ساخته است یا اینکه شما به چه چیزی نیاز دارید. همه و همه به یک تعامل دو طرفه نیاز دارد به ما بپیوندید و بپرسید مطمئن باشید هرچه در توان داشته باشیم انجام میدهیم . اگر هنوز تصمیم نگرفته اید یا سردرگم شده اید با یک پرسش ساده بهترین و ساده ترین راه را باهم انتخاب میکنیم. تصمیم برای راه اندازی شبکه دارید؟ مرداد ۱۷, ۱۳۹۴.

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Golsan Scruggs

Capture and Harness Risk to Your Advantage. What is a Preferred Risk Organization? A Preferred Risk Organization is defined as an organization that is deliberately and culturally dedicated to, has achieved, and is committed to maintaining certain risk-management standards throughout the enterprise such that the likelihood of risk for financial and industrial losses is less than the market standard. Learn more about COPRO ALLIANCE. Cyber attacks are a real threat. Workplace violence risks and costs.

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Golsan Scruggs RIA E&O Liability Insurance for Investment Advisors

Charles Schwab Business Start Up Solutions. Comlimentary RIA Risk Assessment. Cyber Security Liability Insurance. Investment Advisor Errors & Omissions Liability Insurance. RIASURE Risk & Insurance Guide. Three Little Known Truths. Golsan Scruggs is an insurance brokerage firm operating throughout the United States specializing in registered investment advisor (RIA), private equity/hedge fund and mutual fund professional liability (E&O) insurance. RIA Mergers & Acquisitions: What’s the Risk? Request our ...

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