Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
Highland Capital Chooses AgentLIFE Distribution System
By Staff WriterNU Online News Service, April 10, 2003, 11:06 a.m. EDT -- AgentLIFE Inc., Tampa, Fla., has set up an Internet-based financial-services distribution system for ...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....
April 01, 2003
Where Everybody Knows Your NameKaren McIntyre works out of a bedroom, but it's not what you think. The offices of Executive Financial Services are located in a quaint, historic...
April 01, 2003
Karen McIntyreExecutive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 [email protected] www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...
March 30, 2003
Security Critical For Networked Office SystemsSecurity Critical For Networked Office SystemsByThe workplace is an ever-evolving environment, with creative ideas and advances in technology providing exciting opportunities and new solutions each ...
March 27, 2003
Electronic Direct Wins Kansas Delta ContractNU Online News Service, March 27, 2003, 10:37 a.m. EST -- Delta Dental Plan of Kansas, Wichita, Kan., has hired Electronic Direct Internet Transactions ...
March 27, 2003
Aetna Unveils POS Plan For Small N.Y. EmployersNU Online News Service, March 27, 2003, 1:57 p.m. EST -- Aetna Inc., Hartford, is introducing Aetna Managed Choice, a point-of-service plan for New ...
March 25, 2003
NU Hosts Free Web SeminarNU Online News Service, March 25, 2003, 10:53 a.m. EST --The National Underwriter Company, Erlanger, Ky., and one of its publications, Tech Decisions magazine, ...