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 27, 2002
Study: Motivations Of The Affluent Differ When Choosing ProductsStudy: Motivations Of The Affluent Differ When Choosing ProductsByTop agents make a point of getting to know their clients so they can offer the most ...
January 08, 2002
Grannan Succeeds Collett as CEO of Milliman USANU Online News Service, Jan. 8, 10:30 a.m. -- The board of Milliman USA, Seattle, a large insurance consulting and actuarial firm, has appointed ...
January 02, 2002
Fortis Completes Dental AcquisitionNU Online News Service, Jan. 2, 11:19 a.m. -- Fortis, Brussels, has completed a previously announced, $300 million acquisition of the dental benefits division ...
December 28, 2001
EEOC Files Suit Against AllstateNU Online News Service, Dec. 28, 9:55 a.m. -- The U.S. Equal Employment Opportunity Commission has filed a suit against Allstate Corp., Northbrook, Ill., ...
December 11, 2001
CareFirst Agrees To Cover Laser Psoriasis TreatmentsNU Online News Service, Dec. 11, 11:33 a.m. -- PhotoMedex Inc., Radnor, Pa., says CareFirst BlueCross BlueShield, Owings Mills, Md., has agreed to cover ...
December 05, 2001
Iowa Insurer Gets New ChairmanNU Online News Service, Dec. 5, 1:32 p.m. -- FBL Financial Group Inc., West Des Moines, Iowa, says Craig Lang has taken over as ...
November 26, 2001
Kansas City Blue Buys Eprise Software For Internal SiteNU Online News Service, Nov. 26, 8:52 a.m. -- Blue Cross and Blue Shield of Kansas City, Kansas City, Mo., is buying software from ...
November 20, 2001
Delta Dental Opens Cleveland OfficeNU Online News Service, Nov. 20, 3:11 p.m. -- Delta Dental Plan of Ohio, Columbus, Ohio, has opened a new office in Seven Hills, ...
November 11, 2001
How To Speed UnderwritingThere are specific guidelines that should be followed to speed the underwriting process, according to Paul P. Aniskovich, president and CEO of U.S. Financial Life."Whats ...
November 08, 2001
Milliman Acquires Investment Advisory FirmNU Online News Service, Nov. 8, 11:15 a.m. -- Milliman USA Inc., Seattle, a large actuarial firm, says it has acquired Dorn, Helliesen & ...