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.
August 27, 2003
Summit Global Hopes To Open Six Benefits Consulting OfficesNU Online News Service, Aug. 27, 2003, 3:35 p.m. EDT -- Summit Global Partners Inc., Dallas, has hired Glenn Morrison to be president of ...
August 27, 2003
MetLife Upgrades Benefits Web SystemNU Online News Service, Aug. 27, 2003, 11:31 a.m. EDT -- MetLife Inc., New York, has updated MetLink, its Web-based group benefits administration system.One ...
August 25, 2003
CaliforniaChoice Adds Broker, Employer Web ServicesNU Online News Service, Aug. 25, 2003, 3:34 p.m. EDT -- Word & Brown, Orange, Calif., has set up a Web-based benefits administration system ...
August 19, 2003
Conseco Files New Reorganization PlanNU Online News Service, Aug. 19, 2003, 1:31 p.m. EDT -- Conseco Inc., Carmel, Ind., has filed its fifth amended reorganization plan with the ...
August 19, 2003
Aetna Makes Peace With Dental AssociationNU Online News Service, Aug. 19, 2003, 12:06 p.m. EDT -- Aetna Inc., Hartford, says it has negotiated a settlement agreement with the American ...
August 01, 2003
Louis BarajasThings were falling apart. Louis Barajas had been sailing along serving high-profile clients in Newport Beach, California, when his personal life unraveled. His grandmother who...
July 30, 2003
Yellow Chooses Workscape Benefits Enrollment ServicesNU Online News Service, July 30, 2003, 10:55 a.m. EDT -- Yellow Corp., Overland Park, Kan., has agreed to use Web-based benefits administration services ...
July 25, 2003
Falvey To Lead CIAB Benefits CouncilNU Online News Service, July 25, 2003, 11:15 a.m. EDT -- The Council of Insurance Agents & Brokers, Washington, has picked Charles Falvey, president ...
July 24, 2003
LIMRA Opens China OfficeNU Online News Service, July 24, 2003, 3:58 p.m. EDT -- LIMRA International, Windsor, Conn., has opened an office in Shanghai to serve the ...
July 22, 2003
U.S. Trade Rep Asks For Comments On ChinaNU Online News Service, July 22, 2003, 11:53 a.m. EDT -- The Office of the U.S. Trade Representative is asking for public comments about ...