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.
February 20, 2002
MetLife Hires Security ChiefNU Online News Service, Feb. 20, 12:45 p.m. -- MetLife Inc., New York, has hired Robert Cordier to be head of security for the ...
February 15, 2002
FINEOS Wins Fortis Benefits ContractNU Online News Service, Feb. 15, 3:21 p.m. -- FINEOS Corp., Dublin, Ireland, says its new Portland, Maine, office has won a contract to ...
February 14, 2002
Anthem Licenses Simpata HR ProductNU Online News Service, Feb. 14, 9:56 a.m. -- Simpata Inc., Folsom, Calif., has won a contract to supply Web-based human resources and benefits ...
February 14, 2002
Insurer Names Phoenix Group Sales ManagerNU Online News Service, Feb. 14, 2:38 p.m. -- The U.S. unit of Sun Life Financial Services of Canada Inc., Toronto, has appointed Scott ...
February 11, 2002
HR-XML Completes Payroll Deduction StandardNU Online News Service, Feb. 11, 1:32 p.m. -- The HR-XML Consortium, Raleigh, N.C., has completed a standard for identifying payroll benefits contribution information ...
February 08, 2002
Training Firm Sets Up HugASalesperson SiteNU Online News Service, Feb. 8, 12:02 p.m. --Sales Research & Consulting, Austin, Texas, a sales training firm, is forming People for the Ethical ...
February 04, 2002
Book Shakes Up Referral-Based Marketing ModelNU Online News Service, Feb. 4, 2:07 p.m. -- Randy Schwantz, a sales trainer from Argyle, Texas, has published Red Hot Introductions: A Revolutionary ...
January 28, 2002
Allmerica Gives More IT Work To KeaneNU Online News Service, Jan. 28, 11:18 a.m. -- Allmerica Financial Corp., Worcester, Mass., has awarded Keane Inc., Boston, a seven-year contract to develop ...
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 ...