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 Image Is All Important
By Melanie WaddellNext month, the Securities and Exchange Commission will begin requiring that advisors have a business continuity or disaster recovery plan in place. Quite a few...
August 02, 2005
Iowa Insurer Enters Fund FrayPrincipal Financial Group Inc. has opened its Principal Investors Fund family to individual investors.[@@]Principal, Des Moines, Iowa, has started offering individual investors A shares ...
August 01, 2005
BlindsidedThough you may try to work calmly and rationally with clients, sometimes events occur that send them reeling. Overwhelmed and often panicked, these clients bring...
July 19, 2005
Mirabito Joins SentinelSentinel Benefits Group Inc. has named David Mirabito vice president of actuarial and consulting services.[@@]Mirabito, who previously was a principal and consulting actuary in ...
June 30, 2005
MetLife Unveils Voluntary Dental PlansMetLife Inc. has introduced a family of dental plans aimed at employers with 10 to 500 employees and tight benefits budgets.[@@]The new MetLife Voluntary ...
June 28, 2005
Jackson-National B-D Network Offers Electronic Signature ToolNational Planning Holds Inc. has added an electronic signature feature to its Web-based representative workstation system.[@@]National Planning, Santa Monica, Calif., is a broker-dealer network ...
June 27, 2005
Feds Indict Milberg Weiss Favorite PlaintiffFeds Indict Milberg Weiss' Favorite PlaintiffA federal grand jury in Los Angeles has indicted a Palm Springs, Calif., man in connection with allegations concerning ...
June 22, 2005
KPMG Veteran Joins SecurianSecurian Financial Group has hired Warren Zaccaro to be executive vice president.[@@]Zaccaro succeeds Robert Hunstand, who has retired, according to Securian, St. Paul, Minn. ...