by Ashley Flitter | Last updated May 1, 2023 | Announcements
We recently announced our acquisition and partnership with Lumiant, a leading advice platform for financial advisors. With it, Lumiant gains access to Genivity’s flagship product, HALO, which provides personalized healthcare cost projections based on a...
by Ashley Flitter | Last updated Apr 26, 2023 | Announcements
We are excited to announce that Genivity has been acquired by Lumiant, a leading client experience and advice engagement platform for values-based financial advisors in the U.S. and Australian markets. The acquisition was recently finalized and we are now...
by Ashley Flitter | Last updated Jan 29, 2023 | Announcements
Genivity CEO, Heather Holmes, joined Brett Ramsey on a recent podcast episode of Handcrafting Your Retirement to talk about all things longevity, wealth, and elder care. Throughout the episode, Heather and Brett discuss how HALO helps clients with long-term financial...
by Ashley Flitter | Last updated Nov 10, 2022 | Longevity
As financial planners, you have a unique perspective on inflation. It doesn’t just affect the here and now, but it impacts the future of your clients’ money and what they may, or may not, be able to accomplish in retirement. At Genivity, we take a...
by Ashley Flitter | Last updated Nov 1, 2022 | Health and Wealth, Longevity
The recent resurgence topic of inflation has frustrated business leaders, politicians, and most of all consumers.Retirees, or those planning to retire, are no different. They are arguably impacted even more than those that can get a raise or find a better-paying job....
