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.
Humana Promotes Guzzino
By Staff WriterNU Online News Service, Jan. 14, 10:03 a.m. -- Humana Inc., Louisville, Ky., has promoted Alan Guzzino to president of the managed care company's ...
January 06, 2003
Cobalt Cuts Ties To American MedicalNU Online News Service, Jan. 6, 5:04 p.m. -- Cobalt Corp., Milwaukee, has cut its last major business ties to American Medical Security Group ...
January 03, 2003
WellChoice President QuitsNU Online News Service, Jan. 3, 2:04 p.m. -- WellChoice Inc., New York, says David Snow Jr., its president and chief operating officer, has ...
January 01, 2003
Let Me Entertain YouWhat if there were a simple, low-cost way to entice your best clients to introduce you and endorse you to their friends? I've got some...
January 01, 2003
A Few Good RepsGeorge Diachok is no stranger to the broker/dealer business. In fact, he retired from it in 2001 after selling the firm, Multi Financial Securities, that...
January 01, 2003
Tools of the TradeLIn part I, we discussed the reasons for the changing nature of estate planning. We argued that many wealthy clients are examining their estate plans...
December 30, 2002
Agency Puts Military W-2s OnlineNU Online News Service, Dec. 30, 10:13 a.m. -- The Defense Finance and Accounting Service is putting W-2 forms online this year for millions ...
December 16, 2002
CaliforniaChoice Organizes Labor Law Advice ProgramNU Online News Service, Dec. 16, 3:12 p.m. -- CaliforniaChoice, Orange, Calif., a for-profit benefits purchasing coalition, is offering employers a labor law advice ...