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.
Garden State Lawmakers Approve Paid Leave Bill
By Staff WriterMembers of the New Jersey Senate voted 21-15 Monday to send a paid family leave bill to Gov. Jon Corzine.The bill, Assembly bill 873, would ...
February 26, 2008
Ross Succeeds WattersKen Ross now is commissioner of the Michigan Office of Financial and Insurance Services.Ross succeeds Linda Watters, who left the post in October 2007 to ...
February 05, 2008
Lockton Opens Arizona OfficeAn insurance brokerage firm is expanding in the Southwest.Lockton Companies L.L.C., Kansas City, Mo., has hired Todd Newton to set up a benefits office in ...
February 01, 2008
Clean Up That Mess!The physical space of your office should not only be professional and comfortable for clients, but it should also be clean and tidy. In particular,...
February 01, 2008
ImpressionistWhen it comes to how advisors market themselves, they shouldn't neglect an obvious yet somewhat overlooked first step. "People size you up within 10 or...
February 01, 2008
In the FamilyResearch: What exactly is FOX and what do you do?Benevides: At our core, we are a research and advisory firm that provides service to a...
January 25, 2008
Broker Scoops Up School Benefits SpecialistBrown & Brown Inc. has acquired LDP Consulting Group Inc., a benefits consulting firm.LDP, Lambertville, N.J., was founded in 1972 and now generates about $13 ...
January 07, 2008
Aviva Buys Land For New U.S. HeadquartersA large U.K. insurer is getting ready to plant deeper roots in the United States.Aviva USA, Des Moines, Iowa, a unit of Aviva P.L.C., London, ...