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.
Jackson-National B-D Network Offers Electronic Signature Tool
By Staff WriterNational Planning Holds Inc. has added an electronic signature feature to its Web-based representative workstation system.[@@]National Planning, Santa Monica, Calif., is a broker-dealer network ...
June 22, 2005
Virtual Office Tools For A High-Margin PracticeWhy do insurance consultants, financial advisors and other professionals need to stay abreast of new technology, keep an eye on practice management developments, and ...
June 09, 2005
Treasure Coast Planning Firm EpandsFelten & Associates is opening offices in Stuart, Fla., and Woodstock, Vt., to improve service to affluent clients.[@@]Felten has been doing business in Vero ...
June 08, 2005
Broker Acquires Arkansas FirmBrown & Brown Inc. has acquired the assets of BeneTec Inc., Rogers, Ark.[@@]BeneTec generates more than $500,000 in annual revenue from the sale of ...
June 06, 2005
NAIC Names Palmer To D.C. PostThe National Association of Insurance Commissioners, Kansas City, Mo., has hired Brett T. Palmer to be managing director of government relations.[@@]Palmer has served in ...
May 12, 2005
Inventors Market Family Leave Insurance ConceptAt least 2 insurers and 2 reinsurers are interested in the idea of insuring employees against the risk that the employees might take family ...
May 11, 2005
CaptionLindastoryp13CaptionLindastoryp13Boomer children may be the new gatekeepers but it is important to have the whole family working together. ...
April 29, 2005
Jennings Returns To Ky. DepartmentNU Online News Service, April 29, 2005, 4:26 p.m. EDTGlenn Jennings will once again be executive director of the Kentucky Office of Insurance.[@@]Kentucky Gov. ...