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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.
Principal Talking With Chinese Pension Officials
By Allison BellNU Online News Service, Mar. 20, 1:29 p.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has signed an agreement to start a ...
March 15, 2002
American Express Launches Advertising CampaignNU Online News Service, March 15, 11:49 a.m. -- American Express Company, New York, is launching a brand advertising campaign today with the slogan ...
March 10, 2002
Is Suitability A Computer Click Away?Evaluating the overall suitability of a life, annuity or mutual fund sale (including the associated investment options and allocations) is often a difficult and time-consuming ...
March 07, 2002
Shepherd Succeeds Kees At AEGONNU Online News Service, Mar. 7, 3:09 p.m. -- AEGON N.V., The Hague, Netherlands, says Donald Shepherd, head of the AEGON USA Inc. unit, ...
March 05, 2002
FINEOS Introduces Annuity Administration SystemNU Online News Service, March 5, 12:11 p.m. -- The U.S. unit of FINEOS Corp., Dublin, has introduced FINEOS Investor, a system for handling ...
February 25, 2002
Deloitte Names Director For Chicago OfficeNU Online News Service, Feb. 25, 9:43 a.m. -- Deloitte Consulting has named Ken Porrello, an insurance industry consultant, managing director of its Chicago ...
February 20, 2002
MetLife Hires Security ChiefNU Online News Service, Feb. 20, 12:45 p.m. -- MetLife Inc., New York, has hired Robert Cordier to be head of security for the ...
February 15, 2002
FINEOS Wins Fortis Benefits ContractNU Online News Service, Feb. 15, 3:21 p.m. -- FINEOS Corp., Dublin, Ireland, says its new Portland, Maine, office has won a contract to ...
