Differentiate Your Practice by Asking the Right Questions
There are trillions of dollars surrounding the nearly 80 million baby boomers who are set to retire in the coming years. Such a vast quantity of wealth is undoubtedly going to attract massive competition from the financial management sector. And with the rise of robo...
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...
Genivity’s Approach to Security: An Interview with Heesh Naim
Today we welcome the Genivity CTO, Heesh Naim, to the Genivity blog to tell us a bit more about himself, explore his stance on security, and how he fosters growth within the organization. Heesh comes to Genivity with a wealth of experience in both enterprise security...
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...