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.
Bridge the generation gap when succession planning
By John SullivanWe all know the dangers inherent in family politics, especially when money's involved. Administaff's Karen Codere, writing in The Business Ledger, offers the following tips...
June 18, 2008
Work vs. Family?Rosa Shilanski has never had trouble balancing work and family. When her husband, Floyd, started Shilanski and Associates in 1981, she went to work with...
June 16, 2008
Midwestern Carrier Announces GrantsA foundation affiliated with Blue Cross and Blue Shield of Minnesota recently awarded $528,000 in grants.The Eagan, Minn., foundation gave the biggest grants, for $75,000, ...
June 15, 2008
Bringing Absence Management Out Of The Age Of SilosLinking family medical leave administration with group disability plan administration can help employers cope with shifts in workplace demographics and evolving family needs.When an employee ...
June 15, 2008
Bringing Absence Management Out Of The Age Of SilosLinking family medical leave administration with group disability plan administration can help employers cope with shifts in workplace demographics and evolving family needs.When an employee ...
June 08, 2008
NAIC CEO Might Move Office To WashingtonA top official at the National Association of Insurance Commissioners is thinking about relocating.Catherine Weatherford, executive vice president and chief executive officer of the NAIC, ...
June 03, 2008
Aetna Offers Personal Dental PlansAetna Inc. has begun selling stand-alone dental plans to individuals and families.The new products are being offered in Arizona, Delaware, Illinois and Pennsylvania, with additional ...
June 01, 2008
A Family Office for the "mMillionaire" FamilyDave Root recalls the launch of what D.B. Root & Co. calls "the Family Office for the mMillionaire" as the result of an analysis of...