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 11, 2002
Actuaries Hire Media Relations ManagerNU Online News Service, April 11, 2:12 p.m. -- The American Academy of Actuaries, Washington, has hired Chris Robichaux to manage its media relations ...
March 28, 2002
Firm Markets Dental Discount ProgramNU Online News Service, March 28, 10:51 a.m. -- The Wellness Professional Group, Mount Dora, Fla., says insurance agents can get a 30% commission ...
March 26, 2002
BenefitAmerica Brings Out Web Sales SystemNU Online News Service, March 26, 9:45 a.m. -- BenefitAmerica, Mountain View, Calif., is introducing a system that insurers can use to sell and ...
March 25, 2002
Twenty-Two Charged In WTC FraudNU Online News Service, March 25, 10:42 a.m. -- Twenty-two people have been charged with falsely filing for death certificates claiming that members of ...
March 20, 2002
Principal Talking With Chinese Pension OfficialsNU Online News Service, Mar. 20, 1:29 p.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has signed an agreement to start a ...
March 19, 2002
Spectera Hires Two Sales ExecutivesNU Online News Service, March 19, 10:15 a.m. -- Spectera Inc., Baltimore, a managed vision benefits company, has hired Deborah Field-Levy to help it ...
March 15, 2002
Trustmark Licenses Riverwood Sales SystemNU Online News Service, March 15, 12:39 p.m. -- Trustmark Insurance Company, Lake Forest, Ill., has agreed to use software from Riverwood Solutions Inc., ...
March 15, 2002
American Express Launches Advertising CampaignNU Online News Service, March 15, 11:49 a.m. -- American Express Company, New York, is launching a brand advertising campaign today with the slogan ...
March 10, 2002
Is Suitability A Computer Click Away?Evaluating the overall suitability of a life, annuity or mutual fund sale (including the associated investment options and allocations) is often a difficult and time-consuming ...
March 07, 2002
Shepherd Succeeds Kees At AEGONNU Online News Service, Mar. 7, 3:09 p.m. -- AEGON N.V., The Hague, Netherlands, says Donald Shepherd, head of the AEGON USA Inc. unit, ...