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.
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By Melanie WaddellBecoming a wealth manager. It's an issue that more and more independent advisors are grappling with these days as industry consultants continue to warn them...
September 13, 2005
GAO%3A PBGC Intentionally Fogs Announced Claims EstimatesThe costs of bailing out failed defined benefit pension plans often differ significantly from the costs announced to the news media.[@@]An official at the ...
September 01, 2005
The Image Is All ImportantNext month, the Securities and Exchange Commission will begin requiring that advisors have a business continuity or disaster recovery plan in place. Quite a few...
August 09, 2005
Aon Opens Las Vegas OfficeThe consulting arm of Aon Corp. has opened an office in Las Vegas.[@@]The new Aon Consulting office, at 376 Warm Springs Road, will handle ...
August 08, 2005
New England Benefits Firm RelocatesAtlantic Benefit Services Inc. has moved its headquarters to Boston, from Milton, Mass.[@@]The new offices of the independently owned benefits firm are at 162 ...
August 02, 2005
Iowa Insurer Enters Fund FrayPrincipal Financial Group Inc. has opened its Principal Investors Fund family to individual investors.[@@]Principal, Des Moines, Iowa, has started offering individual investors A shares ...
August 01, 2005
BlindsidedThough you may try to work calmly and rationally with clients, sometimes events occur that send them reeling. Overwhelmed and often panicked, these clients bring...
July 19, 2005
Mirabito Joins SentinelSentinel Benefits Group Inc. has named David Mirabito vice president of actuarial and consulting services.[@@]Mirabito, who previously was a principal and consulting actuary in ...