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.
The Sixth Sector
By Staff WriterLike 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 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 ...
September 27, 2004
Fisher Quits, Okla. Gov. Seeks ReplacementOklahoma Gov. Brad Henry says he has begun seeking a replacement for Carroll Fisher, the state's former insurance commissioner.[@@]Fisher resigned from his post 2 ...
September 24, 2004
Benefits Foundation Reschedules ConferenceNU Online News Service, Sept. 24, 2004, 3:10 p.m. EDTThe International Foundation of Employee Benefit Plans, Brookfield, Wis., has rescheduled its 50th annual Employee ...
September 20, 2004
CIGNA To Find Jobs For Disability ClaimantsNU Online News Service, Sept. 20, 2004, 4:41 p.m. EDTCIGNA Corp., Philadelphia, will be trying harder to help disability claimants return to work.[@@]Instead of ...