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.
PBGC Increases Maximum Pension Benefit Guarantee
By Staff WriterNU Online News Service, Nov. 13, 9:28 a.m. -- The Pension Benefit Guaranty Corp., the federal agency that backs defined-benefit pension plans, will increase ...
October 15, 2002
High-Net-Worth Advisors Are Mostly Wealth Managers: StudyNU Online News Service, Oct. 15, 9:50 a.m. -- Seventy-eight percent of registered investment advisors serving affluent clients are wealth managers rather than money ...
October 15, 2002
Prudential Outsources To ExigenNU Online News Service, Oct. 15, 9:50 a.m. -- Exigen, San Francisco, announced today that it has signed a five-year agreement to provide application ...
October 10, 2002
Spectera Hires Three Sales RepsNU Online News Service, Oct. 10, 12:50 p.m. -- Spectera Inc., Baltimore, a vision benefits unit of UnitedHealth Group Inc., Minnetonka, Minn., has hired ...
October 02, 2002
UnumProvident Braces For Negative StoryNU Online News Service, Oct. 2, 11:31 a.m. -- UnumProvident Corp., Chattanooga, Tenn., a large disability insurer, says it believes "at least one national ...
October 01, 2002
Fortis Family Extends Agreement With LibertyNU Online News Service, Oct. 1, 9:58 p.m. -- Fortis Family, Atlanta, a company that sells pre-need funeral insurance, has renewed a contract for ...
September 27, 2002
Landmark To Use Benefit Software SystemNU Online News Service, Sept. 27, 4:10 p.m. -- Landmark Insurance Associates, Stone Mountain, Ga., will be using the Web-based Fringe Facts Online Benefits ...