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.
Louis Barajas
By Staff WriterThings were falling apart. Louis Barajas had been sailing along serving high-profile clients in Newport Beach, California, when his personal life unraveled. His grandmother who...
July 24, 2003
LIMRA Opens China OfficeNU Online News Service, July 24, 2003, 3:58 p.m. EDT -- LIMRA International, Windsor, Conn., has opened an office in Shanghai to serve the ...
July 22, 2003
U.S. Trade Rep Asks For Comments On ChinaNU Online News Service, July 22, 2003, 11:53 a.m. EDT -- The Office of the U.S. Trade Representative is asking for public comments about ...
July 16, 2003
Conseco Files Fourth Reorganization PlanNU Online News Service, July 16, 2003, 12:17 p.m. EDT -- Conseco Inc., Carmel, Ind., says it has filed the fourth draft of its ...
July 10, 2003
Firm Includes WellChoice In Russell 1000 IndexNU Online News Service, July 10, 2003, 3:25 p.m. EDT -- Frank Russell Company, Tacoma, Wash., has named WellChoice Inc., New York, to the ...
July 09, 2003
Investment Firm Acquires INNNU Online News Service, July 9, 2003, 1:07 p.m. EDT -- WFG Capital Advisors L.P., Harrisburg, Pa., an investment banking firm, says it has ...
July 09, 2003
Empire Creates Web Site For Hospitals, ClinicsNU Online News Service, July 9, 2003, 11:23 a.m. EDT -- Empire Blue Cross Blue Shield, a unit of WellChoice Inc., New York, has ...
July 09, 2003
United Benefit Advisors Puts Up HR SiteNU Online News Service, July 9, 2003, 11:45 a.m. EDT -- United Benefit Advisors, Indianapolis, a marketing group for benefit advisors, has set up ...