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...
by Ashley Flitter | Oct 21, 2018 | Announcements, Genivity Journal
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...
by Ashley Flitter | Sep 14, 2018 | Announcements, Genivity Journal
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...
by Heather Holmes | Sep 3, 2018 | Announcements, Genivity Journal
Genivity’s HALO is an important risk model for financial advisors and their clients. Our HALO risk model offers personalized reporting on health and wealth factors that can affect retirement planning. These factors are used to predict one’s time spent in retirement...