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.
April 01, 2003
Karen McIntyreExecutive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 [email protected] www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....
March 30, 2003
Security Critical For Networked Office SystemsSecurity Critical For Networked Office SystemsByThe workplace is an ever-evolving environment, with creative ideas and advances in technology providing exciting opportunities and new solutions each ...
March 27, 2003
Electronic Direct Wins Kansas Delta ContractNU Online News Service, March 27, 2003, 10:37 a.m. EST -- Delta Dental Plan of Kansas, Wichita, Kan., has hired Electronic Direct Internet Transactions ...
March 27, 2003
Aetna Unveils POS Plan For Small N.Y. EmployersNU Online News Service, March 27, 2003, 1:57 p.m. EST -- Aetna Inc., Hartford, is introducing Aetna Managed Choice, a point-of-service plan for New ...
March 25, 2003
NU Hosts Free Web SeminarNU Online News Service, March 25, 2003, 10:53 a.m. EST --The National Underwriter Company, Erlanger, Ky., and one of its publications, Tech Decisions magazine, ...
March 14, 2003
NU Schedules Ad Hoc Correspondence Web ConferenceNU Online News Service, March 14, 2003, 11:25 a.m. EST -- The National Underwriter Company, Erlanger, Ky., and one of its publications, Tech Decisions ...
March 13, 2003
Gallagher Acquires California Benefits FirmNU Online News Service, March 13, 2003, 5:05 p.m. EST -- Arthur J. Gallagher & Company, Itasca, Ill., has acquired Benefits Planning & Insurance ...
March 11, 2003
RewardsPlus Signs Virginia Marketing PartnerNU Online News Service, March 11, 2003, 11:24 a.m. EST -- NewCore Services, Fredericksburg, Va., has agreed to help sell benefits-management services from RewardsPlus ...
March 11, 2003
Brix Wins Aetna VoIP ContractNU Online News Service, March 11, 2003, 10:55 a.m. EST -- Aetna Inc., Hartford, will be using software and equipment from Brix Networks Inc., ...