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.
October 10, 2003
Acordia To Use Online Benefits SystemNU Online News Service, Oct. 10, 2003, 3:45 p.m. EDT -- Acordia Inc., Chicago, has agreed to use the Benergy service from Online Benefits ...
October 09, 2003
Wachovia Opens Manhattan Wealth Management OfficeNU Online News Service, Oct. 9, 2003, 4:54 p.m. EST -- Wachovia Corp, Charlotte, N.C., has opened a Wachovia Wealth Management office in Manhattan ...
October 03, 2003
Watson Wyatt: Employers Less Likely To Cut Back On BenefitsNU Online News Service, Oct. 3, 2003, 4:24 p.m. EST -- Only 18% of U.S. employers expect employees to pay a greater share of ...
October 02, 2003
UnumProvident To Use Staffware SoftwareNU Online News Service, Oct. 2, 2003, 1:05 p.m. EDT -- UnumProvident Corp., Chattanooga, Tenn., has agreed to use Staffware Process Suite software from ...
September 29, 2003
HSBC Adds to European Hedge Fund Sales TeamGENEVA (HedgeWorld.com)--HSBC Republic Bank has raided Union Bancaire Priv?e's products and sales team in order to bolster its own European hedge fund marketing team. Barbara Rupf...
September 25, 2003
To The Point- continued --It is the agent, more than friends, charities and car washes, who brings financial security to grieving families at the loss of a ...
September 24, 2003
ABD Opens Reno Benefits Sales OfficeNU Online News Service, Sept. 24, 2003, 5:42 p.m. EDT -- ABD Insurance and Financial Services, Redwood City, Calif., has opened a regional office ...
September 22, 2003
Advisors Financial Merges With Chaffee & WestenbergNU Online News Service, Sept. 22, 2003, 5:36 p.m. EDT -- Advisors Financial Services L.L.C., Minnetonka, Minn., and Chaffee & Westenberg Companies L.L.P., Minneapolis, ...
September 22, 2003
McCamish Promotes FourNU Online News Service, Sept. 22, 2003, 5:19 p.m. EDT -- McCamish Systems L.L.C., Atlanta, has promoted four employees.The insurance administration software company has ...
September 22, 2003
Aetna Web Service Explains Claim CodingNU Online News Service, Sept. 22, 2003, 5:03 p.m. EDT -- Aetna Inc., Hartford, has introduced Clear Claim Connection, a Web-based service that will ...