by Ashley Flitter | Nov 5, 2018 | Genivity Journal
Financial advisors are facing an unprecedented number of challenges in their practices. Whether it’s managing a large amount of wealth transfer or competing with robo-advisors, there are many potential obstacles advisors need to overcome in order to maintain and...
by Ashley Flitter | Oct 21, 2018 | Announcements, Genivity Journal
Today we welcome the Genivity CTO, Heesh Naim, to the Genivity blog to tell us a bit more about himself, explore his stance on security, and how he fosters growth within the organization. Heesh comes to Genivity with a wealth of experience in both enterprise security...
by Ashley Flitter | Sep 14, 2018 | Announcements, Genivity Journal
Behavioral finance is an emerging topic in the financial planning sector that has many in the industry wondering how they can best approach the topic with their own clients. As a recent Financial Planning article points out, “At the leading edge [of behavioral...
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 Ashley Flitter | Aug 28, 2018 | Announcements, Genivity Journal
One of our Genivity HALO clients, Telemus Capital, was featured on ABC News Detroit for how it uses HALO to determine a client’s longevity. The story discusses how the financial advisors at Telemus utilize the HALO solution to help clients better prepare for...
by Ashley Flitter | Aug 15, 2018 | Announcements, Genivity Journal
Genivity partner, BMO Harris Wealth Management, spoke with Financial Planning publication about how they are using Genivity HALO to better help their clients plan for health care costs in retirement. “We know that health care costs are one of the biggest concerns that...
