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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.
Search Firm Expands Temp Operations
By Staff WriterThe Jacobson Group Inc. has opened a new office in Houston.
January 22, 2009
Advisors want business apps for mobile phonesTime is money, but you can't always be in the office. A survey by Aite Group found one-third of advisors spend 25 percent of their time working away from the office. Naturally, there should be a demand for business mobile applications; 62
January 20, 2009
Healthiest places to retireU.S. News and World Report compiled a list of the top 10 healthiest places in America for retirees: Bella Vista, Ark. Boulder, Colo. Eden Prairie, Minn. Green Valley, Ariz. Issaquah, Wash. Longmeadow, Mass.
January 19, 2009
Plasma TV...$400. New leather chairs...$700. Positive first impression....priceless!After much waiting, permits, and connection of utilities, I am finally in my new office. Even though the move was only next door, it took...
January 09, 2009
U.S. pension assets - the good news and the bad newsIt might help you sleep at night to know that the U.S. pension system is "better off" than other industrialized nations, according to a new...
January 06, 2009
CIGNA To Cut 1,100 JobsA managed care company is consolidating offices and eliminating about 4% of its workforce.CIGNA Corp., Philadelphia, says it will be cutting about 1,100 positions by ...
January 01, 2009
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of