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.
Is Suitability A Computer Click Away?
By Dennis M. Groner, Steve SabinEvaluating the overall suitability of a life, annuity or mutual fund sale (including the associated investment options and allocations) is often a difficult and time-consuming ...
February 25, 2002
Deloitte Names Director For Chicago OfficeNU Online News Service, Feb. 25, 9:43 a.m. -- Deloitte Consulting has named Ken Porrello, an insurance industry consultant, managing director of its Chicago ...
February 20, 2002
MetLife Hires Security ChiefNU Online News Service, Feb. 20, 12:45 p.m. -- MetLife Inc., New York, has hired Robert Cordier to be head of security for the ...
February 15, 2002
FINEOS Wins Fortis Benefits ContractNU 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 14, 2002
Anthem Licenses Simpata HR ProductNU Online News Service, Feb. 14, 9:56 a.m. -- Simpata Inc., Folsom, Calif., has won a contract to supply Web-based human resources and benefits ...
February 14, 2002
Insurer Names Phoenix Group Sales ManagerNU Online News Service, Feb. 14, 2:38 p.m. -- The U.S. unit of Sun Life Financial Services of Canada Inc., Toronto, has appointed Scott ...
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 ...