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Protect Your RIA’s Assets with Insurance

In this article we discuss some of the different insurance options that are important for RIAs to hold and what each one covers. We recommend that all new RIAs seek insurance as soon as possible, including errors and omissions, workman’s compensation, and health insurance.

In Their Voices: Suganya Anbumani

Suganya came to Redi2 more than five years ago as Director of Engineering, Wealth Management. She was recruited to the company by Tom Huddleston, Redi2’s CIO and Managing Director.