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 Oct 29, 2020 | Announcements, Health and Wealth
Now more than ever, consumers are thinking about their health and longevity and how their finances will be impacted by their health and lifestyle choices. While many things feel unknown right now, financial advisors can fill the existing gap with people who want help...
by Ashley Flitter | Last updated Apr 1, 2020 | Announcements
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...
by Ashley Flitter | Last updated Jan 27, 2020 | Announcements
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...
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...
