The Advisor’s Blog

Investment Advisor Coverage

Do Investment Advisors Need E&O Insurance?

February 16, 2026

The risk isn’t that markets go down. The risk is that someone believes they shouldn’t have. Here’s why investment advisors need E&O insurance — even when they do everything right. It’s not optional.

E&O Resources

Get answers to common E&O policy rules, processes, and coverage questions.

The Advisor’s Blog

Do Investment Advisors Need E&O Insurance?

E&O Resources

The Importance of Continuous Coverage

What is a Retroactive Date?

Understanding the Policy Retention

What is a Claims Made Policy?