by Ashley Flitter | Last updated Aug 12, 2019 | Announcements
There’s no question about it: people are living longer than ever before. Longer lives are a wonder of modern medicine and a true testament to the advancement of society. As we’ve mentioned before, however, this longevity doesn’t come free. Many industry leaders now...
by Ashley Flitter | Last updated Jul 3, 2019 | Announcements
Over the last few months, our Founder and CEO, Heather Holmes, has been broadening her knowledge of the financial tech industry at the prestigious FIS Fintech Accelerator in Little Rock, Arkansas. Who is FIS? FIS serves the largest players in the financial world,...
by Ashley Flitter | Last updated Jun 27, 2019 | Announcements, Financial Planning
Planning for the unknown is tricky. Projecting what a client may need in terms of future healthcare is especially tricky. Mortality tables can help determine the likelihood of someone living into their 80’s or 90’s, but they’re generalizations. Those tables don’t...
by Ashley Flitter | Last updated Jun 19, 2019 | Announcements
Orion Advisor Services and Genivity are excited to announce the release of the Genivity HALO integration into the Orion Advisors solutions dashboard. This integration enhances the client portal experience and means that if you use Orion, you’ll now have quick access...
by Ashley Flitter | Last updated May 28, 2019 | Announcements
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...
by Ashley Flitter | Mar 18, 2019 | Announcements
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...
