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E&O

What is E&O insurance in the context of a Registered Investment Advisor (“RIA”)?

Definition: E&O is an abbreviation for Errors & Omissions.

When used in an RIA context: “It is standard practice for an RIA to have E&O insurance.”

See also: Episode 46, Episode 83, Vendors (E&O), Errors & Omissions

(See full list of glossary terms.)

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