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.
FINEOS Wins Fortis Benefits Contract
By Staff WriterNU Online News Service, Feb. 15, 3:21 p.m. -- FINEOS Corp., Dublin, Ireland, says its new Portland, Maine, office has won a contract to ...
February 11, 2002
HR-XML Completes Payroll Deduction StandardNU Online News Service, Feb. 11, 1:32 p.m. -- The HR-XML Consortium, Raleigh, N.C., has completed a standard for identifying payroll benefits contribution information ...
February 08, 2002
Training Firm Sets Up HugASalesperson SiteNU Online News Service, Feb. 8, 12:02 p.m. --Sales Research & Consulting, Austin, Texas, a sales training firm, is forming People for the Ethical ...
February 04, 2002
Book Shakes Up Referral-Based Marketing ModelNU Online News Service, Feb. 4, 2:07 p.m. -- Randy Schwantz, a sales trainer from Argyle, Texas, has published Red Hot Introductions: A Revolutionary ...
January 28, 2002
Allmerica Gives More IT Work To KeaneNU Online News Service, Jan. 28, 11:18 a.m. -- Allmerica Financial Corp., Worcester, Mass., has awarded Keane Inc., Boston, a seven-year contract to develop ...
January 27, 2002
Study: Motivations Of The Affluent Differ When Choosing ProductsStudy: Motivations Of The Affluent Differ When Choosing ProductsByTop agents make a point of getting to know their clients so they can offer the most ...
January 08, 2002
Grannan Succeeds Collett as CEO of Milliman USANU Online News Service, Jan. 8, 10:30 a.m. -- The board of Milliman USA, Seattle, a large insurance consulting and actuarial firm, has appointed ...
January 02, 2002
Fortis Completes Dental AcquisitionNU Online News Service, Jan. 2, 11:19 a.m. -- Fortis, Brussels, has completed a previously announced, $300 million acquisition of the dental benefits division ...