Several brokerages named top places to work for LGBTs, HighTower adds a team from UBS and W.R. Berkley launches insurance products for the high net worth.
Genworth emphasizes it is not getting out of the long-term care insurance business, millennials want rewards from banks and Fiserv upgrades its Unified Wealth Platform.
Between the typical set-it-and-forget-it mentality and a simple beneficiary approach many people take, a neglected life insurance policy often fails to achieve the goals that initially led to the purchase of the policy.