Gaining an Edge: The RIAview Firm Fiduciary Risk Report
You have the right to know how you're covered. Our RIAview process shows you exactly what your insurance does and doesn't protect.
How It Works: Your Journey to Total Coverage Clarity (And Every Year After)
Step 1: Discover You (New Clients)
We review your ADV before our call. Then we talk. We analyze your firm's threats and exposures. We show you our market strategy and pricing. No surprises.
Step 2: RIAview Risk Report (Annual)
You receive a personalized risk profile and coverage overview. Our report compares 52+ contract provisions. You see how your coverage matches your exposures—or where it falls short.
Step 3: Thrive (Annual)
Your RIAview report shows you where you're protected. You know your coverage works. You secured the best terms available.
Ready to See the RIAview Difference?
Join the RIAs who know exactly what their coverage protects.
Why RIAs Love Our Process
Further Reading: Coverage Essentials
Deep-dive analysis of the policies and provisions RIAs ask us about most.
Deep Dive: The biBERK E&O Policy: A Great Name on a Wrong Form
biBERK offers RIA E&O insurance backed by Berkshire Hathaway at a great price. But the policy is a miscellaneous professional liability form, not built for advisors. Exclusion 8 strips out securities law coverage. No trade error language exists. The name is great. The contract isn't.
Deep Dive: E&O for Less RIA Plan: The Good, the Bad, and the Copy-Paste
The E&O for Less RIA plan runs on the same CNA policy as NAPA Benefits. Same Exclusion T. Same shared limits. Same alternative investment blackout. We read every page and all nine endorsements. Here's what advisors need to know before they enroll.
Deep Dive: Calsurance Group E&O Plan: Ten Questions and a Trap Door
Calsurance offers RIAs cheap E&O through a group plan underwritten by Arch. The certificate looks great. The policy language tells a different story. We read it like a claims adjuster and found trap doors in the trade error coverage, application provisions, and sublimits.