Ashley Flitter, Author at Genivity
Supporting Client Longevity

Supporting Client Longevity

Global research firm, the Aite Group, recently announced the top 10 trends driving growth in Wealth Management for 2020. #4 on that list: Advisors Supporting Client Longevity! By 2020, one third of the US population will be 65 and older. As people live longer,...
Genivity HALO: Empowered Aging Through FinTech

Genivity HALO: Empowered Aging Through FinTech

In uncertain times, it’s more important than ever to provide solutions that empower people to take charge of their future. This is especially true when it comes to financial and health decisions.   That said, Genivity is honored to be partnering with the AARP through...
Genivity + Wealth Access Integration

Genivity + Wealth Access Integration

Genivity is excited to announce a new integration with Wealth Access’s customizable client portal. This integration will allow financial institutions to seamlessly offer our HALO Planner within their established Wealth Access digital user experiences so they can...