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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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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
November 28, 2006 at 12:29 PM
A unit of W.R. Berkley Corp. has put money in a health account services company.
Berkley Capital Investors L.P., Greenwich, Conn., has acquired a “minority investment” in HealthEquity Inc., Salt Lake City, according to HealthEquity.
W.R. Berkley is a large commercial property-casualty insurer.
HealthEquity says it will use the Berkley cash to finance expansion, but it is not saying how much cash it bought or how big of a stake Berkley purchased.
HealthEquity sells Web services and financial services that consumers can use to manage health insurance programs that incorporate health savings accounts and other types of personal health accounts.
HealthEquity clients include about 1,800 employers, health plans, benefit plan administrators and financial institutions, according to HealthEquity.
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