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.
Spectera Hires Two Sales Executives
By Staff WriterNU Online News Service, March 19, 10:15 a.m. -- Spectera Inc., Baltimore, a managed vision benefits company, has hired Deborah Field-Levy to help it ...
March 10, 2002
Is Suitability A Computer Click Away?Evaluating 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 ...
March 07, 2002
Shepherd Succeeds Kees At AEGONNU Online News Service, Mar. 7, 3:09 p.m. -- AEGON N.V., The Hague, Netherlands, says Donald Shepherd, head of the AEGON USA Inc. unit, ...
March 05, 2002
FINEOS Introduces Annuity Administration SystemNU Online News Service, March 5, 12:11 p.m. -- The U.S. unit of FINEOS Corp., Dublin, has introduced FINEOS Investor, a system for handling ...
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 ...