by Ashley Flitter | Last updated Jan 6, 2020 | Financial Planning
As a financial advisor you know that Social Security likely won’t cut it in the future. The political situation around the long-standing pool of money is anything but stable and the cost of living and healthcare keeps going up. This likely is a very real, very...
by Ashley Flitter | Last updated Dec 18, 2019 | Announcements
We’re proud to announce that Genivity has been selected to participate in the MassChallenge as part of the 2020 FinTech cohort. Genivity was recognized for their industry-changing innovation out of hundreds of fintech companies.. Through a unique reverse pitch and...
by Ashley Flitter | Last updated Nov 5, 2019 | Announcements
The entire team at Genivity was thrilled to be chosen as a winner of the UBS Future of Finance challenge. Genivity received recognition in the “Deepening Client Relationships” category. UBS put out the call to “…start-ups and established, growing companies that...
by Ashley Flitter | Last updated Oct 11, 2019 | Financial Planning
The media has been tireless in reporting on the new state of retail in the United States. Some call it a “retail apocalypse” others see it as an evolution of traditional brick and mortar. Whatever the hot take of the day is, one thing is for sure: retail is changing....
by Ashley Flitter | Last updated Oct 9, 2019 | Announcements
When our team shows up to work every day, we’re driven by the idea that we’re doing things different, that we’re fundamentally changing how financial planning will operate in the future. That’s why we’re thrilled when someone else takes note of the innovation...
