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.
August 01, 2005
BlindsidedThough you may try to work calmly and rationally with clients, sometimes events occur that send them reeling. Overwhelmed and often panicked, these clients bring...
July 19, 2005
Mirabito Joins SentinelSentinel Benefits Group Inc. has named David Mirabito vice president of actuarial and consulting services.[@@]Mirabito, who previously was a principal and consulting actuary in ...
June 30, 2005
MetLife Unveils Voluntary Dental PlansMetLife Inc. has introduced a family of dental plans aimed at employers with 10 to 500 employees and tight benefits budgets.[@@]The new MetLife Voluntary ...
June 28, 2005
Jackson-National B-D Network Offers Electronic Signature ToolNational Planning Holds Inc. has added an electronic signature feature to its Web-based representative workstation system.[@@]National Planning, Santa Monica, Calif., is a broker-dealer network ...
June 27, 2005
Feds Indict Milberg Weiss Favorite PlaintiffFeds Indict Milberg Weiss' Favorite PlaintiffA federal grand jury in Los Angeles has indicted a Palm Springs, Calif., man in connection with allegations concerning ...
June 22, 2005
KPMG Veteran Joins SecurianSecurian Financial Group has hired Warren Zaccaro to be executive vice president.[@@]Zaccaro succeeds Robert Hunstand, who has retired, according to Securian, St. Paul, Minn. ...
June 22, 2005
Virtual Office Tools For A High-Margin PracticeWhy do insurance consultants, financial advisors and other professionals need to stay abreast of new technology, keep an eye on practice management developments, and ...
June 09, 2005
Treasure Coast Planning Firm EpandsFelten & Associates is opening offices in Stuart, Fla., and Woodstock, Vt., to improve service to affluent clients.[@@]Felten has been doing business in Vero ...
June 08, 2005
Broker Acquires Arkansas FirmBrown & Brown Inc. has acquired the assets of BeneTec Inc., Rogers, Ark.[@@]BeneTec generates more than $500,000 in annual revenue from the sale of ...
June 06, 2005
NAIC Names Palmer To D.C. PostThe National Association of Insurance Commissioners, Kansas City, Mo., has hired Brett T. Palmer to be managing director of government relations.[@@]Palmer has served in ...