UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
March 01, 2006
Planning for families with special needsMary Anne Ehlert launched her company, Protected Tomorrows, to fill a growing niche in the financial services industry - families with special needs. And she has first-hand experience - her sister suffered from cerebral palsy. Based on her own
February 28, 2006
Planning for families with special needsMary Anne Ehlert launched her company, Protected Tomorrows, to fill a growing niche in the financial services industry - families with special needs. And she has first-hand experience - her sister suffered from cerebral palsy. Based on her own
February 23, 2006
Benefits Firm Expands Into New YorkCorporate Synergies Group Inc. is opening an office in New York.Corporate Synergies, Mount Laurel, N.J., a benefits firm, has hired Michael Lisa to be the ...
February 21, 2006
Transamerica Re Goes To BrazilA large reinsurer is expanding its operations in Latin America.Transamerica Reinsurance, Charlotte, N.C., says it is opening Transamerica Re Consultoria em Seguros e Servicos Ltda., ...
February 13, 2006
Search Firm Adds Tar Heel State OutpostThe Jacobson Group is opening an office in Charlotte, N.C.Although the office is in the home city of Wachovia Corp., Charlotte, and Bank of America ...
February 08, 2006
HMO Reinsurance Broker Opens 2 OfficesEvergreen Re Inc., a company that helps managed care companies protect themselves from catastrophic losses, is opening offices in Chicago and Fort Collins, Colo.Evergreen Re, ...
January 26, 2006
FPA Relocates D.C. StaffThe Financial Planning Association has moved its Washington office.The new office, which houses the FPA's government relations staff, its new public affairs department and its ...
January 26, 2006
FPA Relocates D.C. StaffThe Financial Planning Association has moved its Washington office.The new office, which houses the FPA's government relations staff, its new public affairs department and its ...
January 19, 2006
Self-Regulatory Group Returns To Big EasyThe National Association of Securities Dealers has reopened its New Orleans district office.Firms in the states of Alabama, Arkansas, Louisiana, Mississippi, Oklahoma and Tennessee may ...
January 05, 2006
Lincoln, Jefferson Schedule March 20 Deal VoteShareholders of Lincoln National Corp. and shareholders of Jefferson-Pilot Corp. will meet 10 a.m. March 20 to vote on the companies' proposed merger.Shareholders of Lincoln ...