by Heather Holmes | Sep 3, 2018 | Announcements, Genivity Journal
Genivity’s HALO is an important risk model for financial advisors and their clients. Our HALO risk model offers personalized reporting on health and wealth factors that can affect retirement planning. These factors are used to predict one’s time spent in retirement...
by Heather Holmes | Jul 26, 2018 | Announcements, Genivity Journal
Chicago Inno, a local organization that covers topics shaping the city’s economy, recently nominated Genivity as one of its coolest companies for its 4th annual awards that highlights local startups and businesses with the best culture. The nominations are based on...
by Heather Holmes | Mar 1, 2018 | Announcements, Genivity Journal
Press Release: 2/28/18 1871 member company Genivity, which provides clients with life-planning solutions, will pitch at Google Demo Day in San Francisco on March 28th. Each year, Google Demo Day brings a diverse group of startups from across North America to Silicon...
by Heather Holmes | May 4, 2017 | Announcements, Genivity Journal
As Craig Iskowitz of Wealth Management Today points out, in some cases, incubators can be like a golden ticket for a startup. Incubators provide mentors, networking opportunities, technical resources, and (in some cases) funding, in exchange for small stakes in the...
by Heather Holmes | Apr 13, 2017 | Announcements, Genivity Journal
Genivity is honored to be featured in the 2017 AARP Financial Innovation Frontiers report. This annual report provides an analysis of AARP research based on financial technology innovation. It includes research on where the technology is going and gauges the sentiment...