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.
February 01, 2005
Fear of FlyingOne of the most frustrating situations you can encounter is to see clients acknowledge the need to embark on a positive course of action, and...
January 31, 2005
Aflac Replaces Sales ChiefNU Online News Service, Jan. 31, 2005, 4:55 p.m. ESTA Columbus, Ga., insurer has named a new manager for its U.S. sales organization.[@@]The insurer, ...
January 26, 2005
Property-Casualty Software Firm Starts Benefits UnitNU Online News Service, Jan. 26, 2005, 5:03 p.m. ESTVertafore Inc., Windsor, Conn., is setting up a new division.[@@]Vertafore, a company that has focused ...
January 24, 2005
Lincoln Supports Philadelphia CausesNU Online News Service, Jan. 24, 2005, 4:12 p.m. ESTAn East Coast insurer has announced 3 grants.[@@]Lincoln National Corp., Philadelphia, says it will be ...
January 24, 2005
Aetna Chooses Training SystemNU Online News Service, Jan. 24, 2005, 3:01 p.m. ESTA Hartford insurer will be using software from SumTotal Systems Inc., Mountain View, Calif., to ...
January 19, 2005
Watson Wyatt Agrees To Acquire SisterNU Online News Service, Jan. 19, 2005, 9:53 a.m. ESTA U.S. benefits consulting company has agreed to buy the shares of a British affiliate ...
January 19, 2005
Companies Join To Manage Payroll And PensionsNU Online News Service, Jan. 19, 2005, 9:51 a.m. ESTTowers Perrin Inc., Philadelphia, is joining forces with Electronic Data Systems Corp., Plano, Texas, to ...
January 18, 2005
Benefitfocus Releases Billing SystemNU Online News Service, Jan. 18, 2005, 3:22 p.m. ESTA Mount Pleasant, S.C., software company has introduced a new insurance administration software module.[@@]The product, ...
January 17, 2005
Insurer Donates $1 Million To MLK MemorialNU Online News Service, Jan. 17, 2005, 2:15 p.m. ESTAflac Incorporated is donating $1 million toward a national memorial to Martin Luther King, Jr.
January 14, 2005
USI Acquires Dallas BrokerageNU Online News Service, Jan. 14, 2005, 11:05 a.m. ESTUSI Holdings Corporation has agreed to buy Summit Global Partners, a Dallas brokerage firm.[@@]