Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
Bush Proclamation Supports Caregiver Tax Relief
By Staff WriterNU Online News Service, Nov. 9, 2004, 6:12 p.m. ESTNovember will be National Family Caregivers Month.[@@]President Bush designated November as such in Proclamation 7842."Every ...
November 01, 2004
The Sixth SectorLike most financial planners, I have been tutored in the five traditional facets of planning: retirement, estate, insurance, tax, and investment planning. Recent events in...
October 14, 2004
North Americans Vote With Their MasksNU Online News Service, Oct. 14, 2004, 4:35 a.m. EDTGeorge Bush may be winning the Halloween costume race.[@@]When researchers called 968 U.S. and Canadian ...
October 13, 2004
Actuarial Consortium Picks LeaderNU Online News Service, Oct. 13, 2004, 4:35 p.m. EDTMilliman Global, Seattle, has named Dominique Piermay chairman of its board.[@@]Milliman Global is a group ...
October 11, 2004
Program To Lure Vendors To Benefit Card SystemNU Online News Service, Oct. 11, 2004, 1:18 p.m. EDTEvolution Benefits Inc., Avon, Conn., has introduced the BennySweeps Rewards Program.[@@]Evolution sells the Benny Card ...
October 05, 2004
EMoneyAdvisor Plugs Into Consolidated DataNU Online News Service, Oct. 5, 2004, 5:22 p.m. EDTEMoneyAdvisor Inc., Conshohocken, Pa., says it now can link its systems with the statement consolidation ...
October 04, 2004
CIAB, BenefitPoint To Develop Data StandardsNU Online News Service, Oct. 4, 2004, 3:22 p.m. EDTThe Council of Insurance Agents & Brokers, Washington, has agreed to work with BenefitPoint Inc., ...
September 30, 2004
A Whole New MeaningFisher Resigns As Oklahoma CommissionerByOklahoma Gov. Brad Henry says he has begun seeking a replacement for Carroll Fisher, the states former insurance commissioner, who resigned ...