UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
LTCI tip: Selling to the family
By Ed McCarthy, CFP, RICPThe decision to purchase LTCI is frequently couched in figuring out what's best for a client's entire family, and you need to be conscious of that. Here are some keys to making a more inclusive sale.
March 08, 2011
Gold, Oil Drop as OPEC Mulls Production IncreaseTuesday morning saw gold falling from record territory set Monday as OPEC said it would consider increasing production.
March 07, 2011
Nursing home allegation: Drugs used to 'chemically restrain' seniors?A San Diego, Calif., news station is reporting the allegation that senior patients in skilled nursing facilities in the area are being given powerful antipsychotic drugs in order to control their behavior.
March 07, 2011
The plus side of special-needs planningJerry Hulick, CLU, ChFC, CLTC, leads the Special Care Planning Team for The Washington Group, one of the largest agencies in the country affiliated with Massachusetts Mutual Life (MassMutual).
March 07, 2011
Don't ask -- don't getAs many working Americans, I work for a firm that generously offers a choice of major medical plans to its employees.
March 07, 2011
Don't ask -- don't getAs many working Americans, I work for a firm that generously offers a choice of major medical plans to its employees.
March 04, 2011
Mickey Rooney Speaks of Elder Abuse to Senate Panel‘My money was taken and misused,’ the actor testified.
March 03, 2011
Wealthy Families Can Cut SFO Costs by Reducing ComplexityAre family members aware of the complexity-cost equation in the family office? It’s crucial to sustaining the services they value most.