NAPA Premier E&O Program

08/10/2026

Got a client who constantly second-guesses your advice or expects the impossible? These practical strategies can help you navigate tough conversations and keep relationships on track.

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07/13/2026

Want to grow your RIA client base? Learn how digital marketing, referrals and clear positioning can help you attract the right clients without relying solely on cold calls.

Are you looking to grow your RIA firm’s client base? Then make sure you’re taking full advantage of digital marketing techniques, along...

06/30/2026

In observance of the Independence Day holiday, our customer care center will be closed on Friday, July 3rd. We will reopen for normal business hours from 8 a.m. (ET) to 6 p.m. (ET) on Monday, July 6th.

06/08/2026

Thinking about going independent? Learn how to break away from a traditional firm and build a thriving practice on your own terms with this step-by-step guide for investment advisors. Explore the key considerations, benefits and strategies to make a confident transition.

“Breaking away” is a common term used to describe securities registered representatives who leave their wirehouse broker-dealers to...

05/22/2026

In observance of the Memorial Day holiday, our customer care center will be closed on Monday, May 25th. We will reopen for normal business hours from 8 a.m. (ET) to 6 p.m. (ET) on Tuesday, May 26th.

05/11/2026

Thinking about becoming a registered investment advisor (RIA)? This guide breaks down the key steps, licensing requirements and considerations to help you start and grow your RIA with confidence.

The rewards of becoming a registered investment advisor (RIA) have been well documented. For the right person transitioning from the securities...

05/05/2026

Our customer care center will close at 12 p.m. (ET) on Wednesday, May 6th and will reopen for normal business hours from 8 a.m. (ET) to 6 p.m. (ET) on Thursday, May 7th.

04/13/2026

Cyber liability insurance is increasingly required for RIAs by custodians and partners. Learn what it covers, how requirements work and how to prepare for underwriting and cyber risk.

Cyber liability insurance is now required for many RIAs. Learn coverage basics, custodian requirements and how to prepare for underwriting and cyber risk.

03/18/2026

Join NAPA for an educational webinar designed to help agents and advisors better understand how AI is being used in the industry today, examine potential exposures and discuss practical considerations for incorporating emerging technologies into your processes responsibly.

👉 Register now: https://attendee.gotowebinar.com/register/7832424310308841304