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.
November 12, 2003
Protiviti Publishes Free Anti-Money Laundering GuideNU Online News Service, Nov. 12, 2003, 1:33 p.m. EST -- Protiviti Inc., Menlo Park, Calif., a consulting firm, has published the "Guide To ...
November 10, 2003
European Actuarial Firm Joins Milliman Global NetworkNU Online News Service, Nov. 10, 2003, 5:21 p.m. EST -- Milliman USA, Seattle, an actuarial consulting firm, says Morgan Consulting Ltd., London, a ...
November 10, 2003
Survey: Big Employers Still Shifting More Benefits Administration To WebNU Online News Service, Nov. 10, 2003, 5:59 p.m. EST -- Big employers continue to increase their use of the Web in human resources ...
November 10, 2003
Blues Increase Enrollment 3.5% In Six MonthsNU Online News Service, Nov. 10, 2003, 1:37 p.m. EST -- The Blue Cross and Blue Shield Association, Chicago, says total enrollment at its ...
November 09, 2003
Another Challenge When Working With Seniors: Their ChildrenAnother Challenge When Working With Seniors: Their ChildrenByEven though many advisors have built trusted relationships with their senior clients, many have started to see these ...
November 06, 2003
Aetna Posts Price-A-Dental Procedure Tool On Web SiteNU Online News Service, Nov. 6, 2003, 11:11 a.m. EST -- Aetna Inc., Hartford, has added a "Price-A-Dental Procedure" tool to the consumer Web ...
November 03, 2003
Benelogic Introduces Benefits Client Administration SoftwareNU Online News Service, Nov. 3, 2003, 4:33 p.m. EST -- Benelogic L.L.C., Timonium, Md., has introduced Client Management Portal, a software program that ...
November 03, 2003
GE To Give 142,000 Retirees Extra Pension PaymentsNU Online News Service, Nov. 3, 2003, 5:09 p.m. EST -- General Electric Company, Fairfield, Conn., will be making a voluntary, one-time payment equal ...
October 29, 2003
NRMLA Publishes Home Modification Guide For Older ConsumersNU Online News Service, Oct. 29, 2003, 5:02 p.m. EST -- The National Reverse Mortgage Lenders Association, Washington, has worked with the National Advisory ...
October 29, 2003
UnumProvident Updates Web SiteNU Online News Service, Oct. 29, 2003, 3:22 p.m. EST -- UnumProvident Corp., Chattanooga, Tenn., has redesigned its corporate Web site, at http://www.unumprovident.comThe company ...