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.
Advisors want business apps for mobile phones
By Staff WriterTime is money, but you can't always be in the office. A survey by Aite Group found one-third of advisors spend 25 percent of their time working away from the office. Naturally, there should be a demand for business mobile applications; 62
January 09, 2009
U.S. pension assets - the good news and the bad newsIt might help you sleep at night to know that the U.S. pension system is "better off" than other industrialized nations, according to a new...
January 06, 2009
CIGNA To Cut 1,100 JobsA managed care company is consolidating offices and eliminating about 4% of its workforce.CIGNA Corp., Philadelphia, says it will be cutting about 1,100 positions by ...
January 01, 2009
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of
January 01, 2009
Survival Strategy 2009When the tide turns against you, as the tide has turned against everyone in this industry, you have three choices: Get swept out to sea,...
December 31, 2008
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of
December 31, 2008
Conceive, believe and achieveI am frequently asked what I think the single most important factor is in determining the success or failure of a salesperson. My response is often met with surprise, because most people expect me to say something about the necessity of hard work
December 22, 2008
Advisors opt for wholesaler CE sessionsA majority (77 percent) of more than 30,000 financial advisors who participated in Quest CE's annual survey on advisor's perceptions of value-added insurance and professional...
