In the News: Decoding Client Biases
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...
The Science Behind HALO: An Interview with Dr. Emily Chang, PhD
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...
Telemus Capital Spotlight on Genivity HALO
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...
In the News: Client DNA is the Newest Edge in Financial Planning
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...