Announcements Archives - Page 2 of 4 - Genivity
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...
In the News: How Genetics Help Financial Health

In the News: How Genetics Help Financial Health

In a U.S. News report, financial advisor, Lyle Wolberg, discusses the importance of understanding how your genetics can help you better prepare for your financial future. The key topic addressed in the article is how advisors can help their clients ensure that not...
Genivity Selected to Google Demo Day 2018

Genivity Selected to Google Demo Day 2018

Press Release: 2/28/18 1871 member company Genivity, which provides clients with life-planning solutions, will pitch at Google Demo Day in San Francisco on March 28th. Each year, Google Demo Day brings a diverse group of startups from across North America to Silicon...

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