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.
Workscape To Host HR Web Seminar
By Staff WriterNU Online News Service, April 21, 2003, 12:27 p.m. EDT -- Workscape Inc., Framingham, Mass., will hold a one-hour Web seminar on changes in ...
April 10, 2003
Highland Capital Chooses AgentLIFE Distribution SystemNU Online News Service, April 10, 2003, 11:06 a.m. EDT -- AgentLIFE Inc., Tampa, Fla., has set up an Internet-based financial-services distribution system for ...
April 10, 2003
Humana Licenses Web Tools From N.J. FirmNU Online News Service, April 10, 2003, 12:14 p.m. EDT -- Protocol Driven Healthcare Inc., Bernardsville, N.J., has won a contract to supply Web-based ...
April 09, 2003
Bankers Celebrate Teach Children To Save DayNU Online News Service, April 9, 2003, 12:47 p.m. EDT -- The American Bankers Association Education Foundation, Washington, will sponsor National Teach Children to ...
April 02, 2003
MetLife Updates Group Disability ContractNU Online News Service, April 2, 2003, 2:38 p.m. EST -- MetLife Inc., New York, has introduced a new group disability insurance contract.The contract ...
April 01, 2003
Where Everybody Knows Your NameKaren McIntyre works out of a bedroom, but it's not what you think. The offices of Executive Financial Services are located in a quaint, historic...
April 01, 2003
Karen McIntyreExecutive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 [email protected] www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....