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.
Holiday Weak
By Staff WriterNo season abounds with joy, celebration, and yearning more than the holidays. At the same time, no season is more fraught with anxiety, depression, and...
November 10, 2003
European Actuarial Firm Joins Milliman Global NetworkNU Online News Service, Nov. 10, 2003, 5:21 p.m. EST -- Milliman USA, Seattle, an actuarial consulting firm, says Morgan Consulting Ltd., London, a ...
November 10, 2003
Survey: Big Employers Still Shifting More Benefits Administration To WebNU Online News Service, Nov. 10, 2003, 5:59 p.m. EST -- Big employers continue to increase their use of the Web in human resources ...
November 10, 2003
Blues Increase Enrollment 3.5% In Six MonthsNU Online News Service, Nov. 10, 2003, 1:37 p.m. EST -- The Blue Cross and Blue Shield Association, Chicago, says total enrollment at its ...
November 09, 2003
Another Challenge When Working With Seniors: Their ChildrenAnother Challenge When Working With Seniors: Their ChildrenByEven though many advisors have built trusted relationships with their senior clients, many have started to see these ...
November 06, 2003
Aetna Posts Price-A-Dental Procedure Tool On Web SiteNU Online News Service, Nov. 6, 2003, 11:11 a.m. EST -- Aetna Inc., Hartford, has added a "Price-A-Dental Procedure" tool to the consumer Web ...
November 03, 2003
Benelogic Introduces Benefits Client Administration SoftwareNU Online News Service, Nov. 3, 2003, 4:33 p.m. EST -- Benelogic L.L.C., Timonium, Md., has introduced Client Management Portal, a software program that ...
November 03, 2003
GE To Give 142,000 Retirees Extra Pension PaymentsNU Online News Service, Nov. 3, 2003, 5:09 p.m. EST -- General Electric Company, Fairfield, Conn., will be making a voluntary, one-time payment equal ...