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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.
The Lease of My Worries
By Mike PattonI was in the process of moving my office and thought I had found the new place, until I hit a snag. I learned there's...
July 24, 2008
Give and you shall receiveThe following is based on two of Norm Trainor's clients, Don Leitzell and Ron Roberts. In my experience, top advisors are givers. They are generous by nature. Let me give you a few examples. Don Leitzell is a very successful advisor whom I
June 24, 2008
Who Is A Game Show Contestant?Sven Sinclair, an actuary, appeared on Jeopardy! Monday and beat his 2 opponents.Sinclair, who works for the Congressional Budget Office, will go on to appear ...
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, ...