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.
Study Looks At Youngest Prospects
By Staff WriterNU Online News Service, July 18, 3:15 p.m. -- Funderstanding.com Inc., Livingston, N.J., and MarketResearch.com Inc., New York, have published "Kids and Money," a ...
July 16, 2001
AEGON Agrees To Acquire Canadian Financial Planning Franchise CompanyNU Online News Service, July 16, 7:15 p.m. -- AEGON N.V., The Hague, The Netherlands, has agreed to expand distribution network in Canada by ...
July 09, 2001
MetLife Investors Moves Corporate HeadquartersNU Online News Service, July 9, 12:00 p.m. -- MetLife Investors Group, Newport Beach, Calif., recently announced the relocation of its corporate headquarters to ...
July 06, 2001
Fortis Benefits Puts Archer In Charge Of San Diego Group Sales OfficeNU Online News Service, July 6, 10:23 a.m. -- Fortis Benefits Insurance Company, Kansas City, Mo., a subsidiary of the Fortis group, has picked ...
July 03, 2001
Analysts Propose Family Office Manager DesignationNU Online News Service, July 3, 1:10 p.m. -- Cerulli Associates Inc., Boston, says financial advisory firms that want to serve wealthy families through ...
July 03, 2001
AFLAC Duck Goes To TokyoNU Online News Service, July 3, 4:20 p.m. -- AFLAC Inc., Columbus, Ga., is now running television commercials featuring the AFLAC duck in Japan ...
June 29, 2001
Lake To Head AFLAC Operations In JapanNU Online News Service, June 29, 2:02 p.m. -- AFLAC Inc., Columbus, Ga., says its AFLAC Japan unit has promoted Charles Lake II to ...
June 21, 2001
Family Business Clients: Challenging And RewardingFamily Business Clients: Challenging And Rewarding Each family business client situation is unique. The financial service provider must be cautioned about rushing to conclusions ...