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.
Highland Capital Chooses AgentLIFE Distribution System
By Staff WriterNU Online News Service, April 10, 2003, 11:06 a.m. EDT -- AgentLIFE Inc., Tampa, Fla., has set up an Internet-based financial-services distribution system for ...
April 02, 2003
MetLife Updates Group Disability ContractNU Online News Service, April 2, 2003, 2:38 p.m. EST -- MetLife Inc., New York, has introduced a new group disability insurance contract.The contract ...
April 01, 2003
Where Everybody Knows Your NameKaren McIntyre works out of a bedroom, but it's not what you think. The offices of Executive Financial Services are located in a quaint, historic...
April 01, 2003
Karen McIntyreExecutive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 [email protected] www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....
March 30, 2003
Security Critical For Networked Office SystemsSecurity Critical For Networked Office SystemsByThe workplace is an ever-evolving environment, with creative ideas and advances in technology providing exciting opportunities and new solutions each ...
March 27, 2003
Electronic Direct Wins Kansas Delta ContractNU Online News Service, March 27, 2003, 10:37 a.m. EST -- Delta Dental Plan of Kansas, Wichita, Kan., has hired Electronic Direct Internet Transactions ...
March 27, 2003
Aetna Unveils POS Plan For Small N.Y. EmployersNU Online News Service, March 27, 2003, 1:57 p.m. EST -- Aetna Inc., Hartford, is introducing Aetna Managed Choice, a point-of-service plan for New ...