UHNW Client Services
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.
Phillip Roy Expands Outside Florida
By Staff WriterPhillip Roy Financial Services Inc. says it will be adding a dozen U.S. offices over the next year.Some of the first new offices will open ...
May 03, 2007
TAG Wins Administration ContractErie Family Life Insurance Company has hired a unit of Perot Systems Corp. to administer its life and annuity products on the Perot LifeSys policy ...
May 03, 2007
TAG Wins Administration ContractErie Family Life Insurance Company has hired a unit of Perot Systems Corp. to administer its life and annuity products on the Perot LifeSys policy ...
May 03, 2007
Cricket and Bollywood - My Experience Serving the South Asian MarketBy now, we all have heard the call to diversify - not only in the workplace, but in our markets as well. As research has confirmed, an inclusive and insightful approach to multicultural markets is not
May 02, 2007
Cricket and Bollywood - My Experience Serving the South Asian MarketBy now, we all have heard the call to diversify - not only in the workplace, but in our markets as well. As research has confirmed, an inclusive and insightful approach to multicultural markets is not
May 01, 2007
GAO Gives House Benefits PrimerU.S. employers are trying to cut benefits costs by outsourcing more and using more temporary workers.Researchers at the U.S. Government Accountability Office have discussed that ...
May 01, 2007
SSgA Shuffles StructureState Street Global Advisors (SSgA) has reshuffled its sales and relationship management team that serves financial intermediaries. Its newly renamed Intermediary Business Group comprises multiple...
May 01, 2007
Making the Right ChoiceClients often name a friend or relative as a trustee based on that person being "the responsible one." The friend or family member may even...