Announcements Archives - Genivity
Genivity’s Heather Holmes on BMO Harris Podcast

Genivity’s Heather Holmes on BMO Harris Podcast

There’s no debating that with life expectancy going up, money and other resources will have to last longer and be more effective than in generations past. With this new standard, it’s important that financial considerations are taken seriously so that clients can...
In the News: Decoding Client Biases

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...
Telemus Capital Spotlight on Genivity HALO

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...

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