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.
SunGard Acquires Houston Benefits Software Firm
By Staff WriterNU Online News Service, June 9, 2004, 4:24 p.m. EDT -- SunGard Data Systems Inc., Wayne, Pa., has agreed to acquire SBPA Systems Inc., ...
June 01, 2004
Spreading The WordDo you ever feel like you spend more time, effort, and money luring new clients to your door than actually working with existing clients? Perhaps...
May 25, 2004
MONY Starts Using Callidus Commission SoftwareNU Online News Service, May 25, 2004, 1:14 p.m. EDT -- The MONY Group Inc., New York, has started using software from Callidus Software ...
May 25, 2004
Perry To Lead AIG VALIC Sales TeamNU Online News Service, May 25, 2004, 3:54 p.m. EDT -- AIG VALIC, Houston, has promoted J. Michael Perry to executive vice president and ...
May 17, 2004
Prudential Opens Office In Portland, MaineNU Online News Service, May 17, 2004, 11:52 a.m. EDT -- Prudential Financial Inc., Newark, N.J., is employing 25 people in a new long-term ...
May 06, 2004
Jefferson-Pilot Names Adamson TreasurerNU Online News Service, May 6, 2004, 2:02 p.m. EDT -- Jefferson-Pilot Corp., Greensboro, N.C., has named Reggie Adamson treasurer.[@@]Adamson has been the company's ...
May 03, 2004
Brown & Brown Announces 2 Agency AcquisitionsNU Online News Service, May 3, 2004, 5:29 p.m. EDT -- Brown & Brown Inc., Daytona Beach, Fla., is acquiring 2 more insurance agencies.[@@]One ...
May 01, 2004
A Perceived ThreatA nationwide survey of more than 300 people conducted by Impulse Research of Los Angeles in 2001 found that families feel that home invasion, child...