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.
NRMLA Publishes Home Modification Guide For Older Consumers
By Staff WriterNU Online News Service, Oct. 29, 2003, 5:02 p.m. EST -- The National Reverse Mortgage Lenders Association, Washington, has worked with the National Advisory ...
October 20, 2003
Todd Organization Acquires LongneckerNU Online News Service, Oct. 20, 2003, 4:02 p.m. EDT -- The Todd Organization, Greensboro, N.C., has acquired Longnecker & Associates, Houston, through a ...
October 20, 2003
Milliman Hires Three To Start Greensboro Benefits OfficeNU Online News Service, Oct. 20, 2003, 4:35 p.m. EDT -- Milliman USA, Seattle, has hired Warner Anthony Jr., Amy Wicker and Michelle Judge ...
October 20, 2003
AFLAC To Use Critical Path For Agent E-MailNU Online News Service, Oct. 20, 2003, 12:22 p.m. EDT -- AFLAC Inc., Columbus, Ga., has agreed to use the Web-based Hosted Messaging service ...
October 17, 2003
LOMA Offers Hiring Tool For Call CentersNU Online News Service, Oct. 17, 12:00 p.m. EDT -- LOMA, Atlanta, has announced a program to help insurers reduce turnover in their call ...
October 15, 2003
State Street Opens Wealth Manager Office In LANU Online News Service, Oct. 15, 2003, 3:47 p.m. EDT -- State Street Corp., Boston, is opening a West coast wealth manager services office ...
October 14, 2003
GAO Posts Checklist For Reviewing Benefit Management SystemsNU Online News Service, Oct. 14, 2003, 5:11 p.m. EDT -- The U.S. General Accounting Office has released a checklist in an effort to ...
October 14, 2003
Benesight Hires One Executive, Promotes AnotherNU Online News Service, Oct. 14, 2003, 3:22 p.m. EDT -- Benesight, Lake Mary, Fla., has hired Sharlie McRaney to be vice president of ...