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.
GAO%3A PBGC Intentionally Fogs Announced Claims Estimates
By Matt BradyThe costs of bailing out failed defined benefit pension plans often differ significantly from the costs announced to the news media.[@@]An official at the ...
August 08, 2005
New England Benefits Firm RelocatesAtlantic Benefit Services Inc. has moved its headquarters to Boston, from Milton, Mass.[@@]The new offices of the independently owned benefits firm are at 162 ...
August 02, 2005
Iowa Insurer Enters Fund FrayPrincipal Financial Group Inc. has opened its Principal Investors Fund family to individual investors.[@@]Principal, Des Moines, Iowa, has started offering individual investors A shares ...
August 01, 2005
BlindsidedThough you may try to work calmly and rationally with clients, sometimes events occur that send them reeling. Overwhelmed and often panicked, these clients bring...
July 19, 2005
Mirabito Joins SentinelSentinel Benefits Group Inc. has named David Mirabito vice president of actuarial and consulting services.[@@]Mirabito, who previously was a principal and consulting actuary in ...
June 30, 2005
MetLife Unveils Voluntary Dental PlansMetLife Inc. has introduced a family of dental plans aimed at employers with 10 to 500 employees and tight benefits budgets.[@@]The new MetLife Voluntary ...
June 28, 2005
Jackson-National B-D Network Offers Electronic Signature ToolNational Planning Holds Inc. has added an electronic signature feature to its Web-based representative workstation system.[@@]National Planning, Santa Monica, Calif., is a broker-dealer network ...
June 27, 2005
Feds Indict Milberg Weiss Favorite PlaintiffFeds Indict Milberg Weiss' Favorite PlaintiffA federal grand jury in Los Angeles has indicted a Palm Springs, Calif., man in connection with allegations concerning ...