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...
Genivity Nominated as one of Chicago Inno’s Coolest Companies
Chicago Inno, a local organization that covers topics shaping the city’s economy, recently nominated Genivity as one of its coolest companies for its 4th annual awards that highlights local startups and businesses with the best culture. The nominations are based on...
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...
In the News: How Advisors Can Better Talk to Clients about Longevity
Genivity founder, Heather Holmes, sat down with Douglas Heikkinen of Iris to discuss how Genivity HALO can help financial advisors better talk to their clients about longevity. In the interview, they talk about: What is Genivity How it helps Advisors with client...