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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 01, 2004 at 07:00 PM
NU Online News Service, Dec. 1, 2004, 11:39 a.m. EST
A large health insurer in the upper Midwest has picked a discount broker to help manage clients’ health savings accounts.[@@]
Blue Cross and Blue Shield of Minnesota, Eagan, Minn., has agreed to refer members of its Options Blue high-deductible health plans to Charles Schwab Trust Company, a subsidiary of Charles Schwab Corp., San Francisco, for health account services.
Schwab will offer Minnesota Blue HSA holders a menu of 10 mutual funds selected by Devenir L.L.C., Minneapolis, a registered investment advisor. When HSA assets exceed a minimum level, the holder can open a Schwab self-directed brokerage account.
Minnesota Blue provides or administers health coverage for 2.6 million people.
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