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.
June 14, 2004
Firm Sets Up Benefit Statement SiteNU Online News Service, June 14, 2004, 1:33 p.m. EDT -- BusinessPlans Inc., Miamisburg, Ohio, has launched a Web site for employers who are ...
June 09, 2004
Benefits Society To Meet In Las VegasNU Online News Service, June 9, 2004, 12:26 p.m. EDT -- The International Society of Certified Employee Benefit Specialists, Brookfield, Wis., will sponsor its ...
June 09, 2004
SunGard Acquires Houston Benefits Software FirmNU Online News Service, June 9, 2004, 4:24 p.m. EDT -- SunGard Data Systems Inc., Wayne, Pa., has agreed to acquire SBPA Systems Inc., ...
June 07, 2004
Allstate Gets $1 Billion Credit FacilityNU Online News Service, June 7, 2004, 1:20 p.m. EDT -- The Allstate Corp., Northbrook, Ill., has obtained a $1 billion, 5-year revolving credit ...
June 01, 2004
Wealth Advisory Firm Announces 2 AcquisitionsNU Online News Service, June 1, 2004, 11:51 a.m. EDT -- Lydian Wealth Management Company, Rockville, Md., says it has scooped up 2 smaller ...
June 01, 2004
Spreading The WordDo you ever feel like you spend more time, effort, and money luring new clients to your door than actually working with existing clients? Perhaps...
May 25, 2004
Perry To Lead AIG VALIC Sales TeamNU Online News Service, May 25, 2004, 3:54 p.m. EDT -- AIG VALIC, Houston, has promoted J. Michael Perry to executive vice president and ...
May 25, 2004
MONY Starts Using Callidus Commission SoftwareNU Online News Service, May 25, 2004, 1:14 p.m. EDT -- The MONY Group Inc., New York, has started using software from Callidus Software ...
May 17, 2004
Prudential Opens Office In Portland, MaineNU Online News Service, May 17, 2004, 11:52 a.m. EDT -- Prudential Financial Inc., Newark, N.J., is employing 25 people in a new long-term ...
May 06, 2004
Jefferson-Pilot Names Adamson TreasurerNU Online News Service, May 6, 2004, 2:02 p.m. EDT -- Jefferson-Pilot Corp., Greensboro, N.C., has named Reggie Adamson treasurer.[@@]Adamson has been the company's ...