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.
January 01, 2003
Tools of the TradeLIn part I, we discussed the reasons for the changing nature of estate planning. We argued that many wealthy clients are examining their estate plans...
December 30, 2002
Agency Puts Military W-2s OnlineNU Online News Service, Dec. 30, 10:13 a.m. -- The Defense Finance and Accounting Service is putting W-2 forms online this year for millions ...
December 16, 2002
CaliforniaChoice Organizes Labor Law Advice ProgramNU Online News Service, Dec. 16, 3:12 p.m. -- CaliforniaChoice, Orange, Calif., a for-profit benefits purchasing coalition, is offering employers a labor law advice ...
December 16, 2002
HealthExtras Buys Pharmacy Benefits ManagerNU Online News Service, Dec. 16, 4:21 p.m. -- HealthExtras Inc., Rockville, Md., a pharmacy benefit management company, says it has acquired Pharmacy Network ...
December 11, 2002
Aetna To Cut 690 JobsNU Online News Service, Dec. 11, 9:38 a.m. -- Aetna Inc., Hartford, says it will be spending more than $30 million to cover the ...
December 11, 2002
MetLife Renews Ties To SnoopyNU Online News Service, Dec. 11, 2:10 p.m. -- MetLife Inc., New York, has signed a new contract with United Media, a unit of ...
December 10, 2002
Aetna To Acquire Mail-Order Pharmacy FacilityNU Online News Service, Dec. 10, 5:08 p.m. -- Aetna Inc., Hartford, has signed a definitive agreement to acquire a mail-order pharmacy operation in ...
December 09, 2002
Ameritas Adds Electronic Administration FeaturesNU Online News Service, Dec. 9, 12:54 p.m. -- Ameritas Group, Lincoln, Neb., a unit of the Ameritas Acacia Company, is adding Web-based enrollment ...
December 03, 2002
CIGNA Uses E.piphany SoftwareNU Online News Service, Dec. 3, 12:24 -- CIGNA International, a unit of CIGNA Corp., Philadelphia, will be using E.6 customer relationship management software ...
December 02, 2002
Kaiser, Hewitt To Release Retiree Survey ResultsNU Online News Service, Dec. 2, 8:43 a.m. -- The Henry J. Kaiser Family Foundation, Menlo Park, Calif., and Hewitt Associates L.L.C., Lincolnshire, Ill., ...