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.
The Interpreter
By Staff WriterMyra Salzer is a modest person. While she has been an advisor since 1983 (her first career was as a chemical engineer), she hints that...
May 31, 2006
Seven steps to newsletter successSeveral years ago James Finneran, president of Finneran Senior Resource Group in Gig Harbor, Wash., began sending an e-newsletter to his computer-savvy clients. Today, he uses it to communicate regularly with more than 300 subscribers. In addition
March 14, 2006
Scottish Re Opens Singapore BranchA Caribbean life reinsurer is reaching out to Asia.Scottish Re Group Ltd., Hamilton, Bermuda, says it has received permission from regulators in Singapore to open ...
March 01, 2006
Planning for families with special needsMary Anne Ehlert launched her company, Protected Tomorrows, to fill a growing niche in the financial services industry - families with special needs. And she has first-hand experience - her sister suffered from cerebral palsy. Based on her own
February 28, 2006
Planning for families with special needsMary Anne Ehlert launched her company, Protected Tomorrows, to fill a growing niche in the financial services industry - families with special needs. And she has first-hand experience - her sister suffered from cerebral palsy. Based on her own
February 23, 2006
Benefits Firm Expands Into New YorkCorporate Synergies Group Inc. is opening an office in New York.Corporate Synergies, Mount Laurel, N.J., a benefits firm, has hired Michael Lisa to be the ...
February 21, 2006
Transamerica Re Goes To BrazilA large reinsurer is expanding its operations in Latin America.Transamerica Reinsurance, Charlotte, N.C., says it is opening Transamerica Re Consultoria em Seguros e Servicos Ltda., ...
February 13, 2006
Search Firm Adds Tar Heel State OutpostThe Jacobson Group is opening an office in Charlotte, N.C.Although the office is in the home city of Wachovia Corp., Charlotte, and Bank of America ...