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.
Healthiest places to retire
By staff WriterU.S. News and World Report compiled a list of the top 10 healthiest places in America for retirees: Bella Vista, Ark. Boulder, Colo. Eden Prairie, Minn. Green Valley, Ariz. Issaquah, Wash. Longmeadow, Mass.
January 06, 2009
CIGNA To Cut 1,100 JobsA managed care company is consolidating offices and eliminating about 4% of its workforce.CIGNA Corp., Philadelphia, says it will be cutting about 1,100 positions by ...
January 01, 2009
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of
January 01, 2009
Survival Strategy 2009When the tide turns against you, as the tide has turned against everyone in this industry, you have three choices: Get swept out to sea,...
December 31, 2008
Conceive, believe and achieveI am frequently asked what I think the single most important factor is in determining the success or failure of a salesperson. My response is often met with surprise, because most people expect me to say something about the necessity of hard work
December 31, 2008
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of
December 22, 2008
Advisors opt for wholesaler CE sessionsA majority (77 percent) of more than 30,000 financial advisors who participated in Quest CE's annual survey on advisor's perceptions of value-added insurance and professional...
December 19, 2008
Family Office Firm Makes A DealGenSpring Family Offices L.L.C. has agreed to acquire Cymric Family Office Services.