IFAwebnews » high net worth

High net-worth individuals value help with wealth planning ‘complexity’

Bob Graham — Tue, 15 Nov 2011 14:01:20 +0000

Nearly one-quarter of high net-worth individuals do not trust their children or stepchildren to protect their inheritance, a belief that creates “increasing complexity” in dealing with handling their wealth.

High net-worth individuals value help with wealth planning ‘complexity’ via IFAwebnews.

Stifel seeks to boost investment services with Thomas Weisel merger

Keith L. Martin — Tue, 27 Apr 2010 12:20:11 +0000

Stifel Financial Corp. has announced an agreement to merge with Thomas Weisel Partners Group in a deal both firms say will create a premier middle-market investment firm.

Stifel seeks to boost investment services with Thomas Weisel merger via IFAwebnews.

Florida insurance agent accused of $2 million STOLI scheme

Keith L. Martin — Fri, 23 Apr 2010 12:27:48 +0000

A Davie, Fla., insurance agent is accused of scamming senior citizens out of millions of dollars by making misrepresentations on life insurance applications to later sell them as stranger-originated life insurance (STOLI) policies.

Florida insurance agent accused of $2 million STOLI scheme via IFAwebnews.

New York insurer to write policies for coastal Rhode Island properties

IFAwebnews Staff — Wed, 24 Feb 2010 14:00:48 +0000

Privilege Underwriters Reciprocal Exchange (PURE), an insurer targeting the high net-worth market, is now offering property-casualty insurance, primarily to costal properties in Rhode Island.

New York insurer to write policies for coastal Rhode Island properties via IFAwebnews.

New Jersey agency bought by managing general agency

IFAwebnews Staff — Thu, 11 Feb 2010 14:00:18 +0000

One Hundred Years Insurance Solutions acquired the assets of Insured Capital Management, based in Moorestown, N.J.

New Jersey agency bought by managing general agency via IFAwebnews.

HNW clients say asset allocation, longevity advice by agents lacking

Bob Graham — Mon, 26 Oct 2009 13:00:17 +0000

High net-worth clients aren’t getting the attention they deserve or the information about products and services available to them – at least in their minds.

HNW clients say asset allocation, longevity advice by agents lacking via IFAwebnews.