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.
Broker Scoops Up School Benefits Specialist
By Staff WriterBrown & Brown Inc. has acquired LDP Consulting Group Inc., a benefits consulting firm.LDP, Lambertville, N.J., was founded in 1972 and now generates about $13 ...
January 05, 2008
Personnel Changes: CareGuide, DechertCareGuide Inc. has hired Daniel Galdenzi to be senior vice president and chief information officer.Galdenzi previously was an assistant vice president of information technology in ...
December 06, 2007
Ameritas Rolls Out Dental Plan FamilyA group benefits carrier has introduced a new line of group dental preferred provider plans.Ameritas, a unit of UNIFI Mutual Holding Company, Lincoln, Neb., says ...
December 01, 2007
The Car Insurance Leading IndicatorOne sometimes overlooked indicator that a client may be suffering from diminished mental capacity has to do with car insurance, of all things. The Hartford...
December 01, 2007
Making It SimpleResearch: What's happening to the way Americans are structuring their financial relationships?Cohen: People have an innate desire for simplicity in their financial service relationships. About...
November 04, 2007
Go ProactiveWhen conversations in my community turn to today's economy, I am repeatedly asked, how did this happen? Why is the stock market so crazy? Will ...
October 21, 2007
SCHIP Veto Override Vote FailsThe House on Oct. 18 failed to override President Bush's veto of legislation substantively expanding the State Children's Health Insurance Plan. The effort to override ...
October 21, 2007
A Top-Of-The-Table Pro Shares Some Marketing TipsSuccess in the financial services industry today revolves around marketing just as much as it revolves around selling. We must be mindful of this and ...