Announcements Archives - Genivity
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...
Genivity Partners with BMO Wealth Management

Genivity Partners with BMO Wealth Management

Genivity is excited to announce a partnership with BMO Wealth Management that will arm their advisors with the HALO assessment that will enable advisors to engage with clients through life stage, health risk and elder care cost planning. With the HALO assessment, BMO...

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