by Ashley Flitter | Aug 28, 2018 | Announcements, Genivity Journal
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...
by Ashley Flitter | Aug 15, 2018 | Announcements, Genivity Journal
Genivity partner, BMO Harris Wealth Management, spoke with Financial Planning publication about how they are using Genivity HALO to better help their clients plan for health care costs in retirement. “We know that health care costs are one of the biggest concerns that...
by Ashley Flitter | Aug 14, 2018 | Announcements, Genivity Journal
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...
by Heather Holmes | Jul 26, 2018 | Announcements, Genivity Journal
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...
by Ashley Flitter | Jul 19, 2018 | Announcements, Genivity Journal
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...
by Ashley Flitter | Jul 18, 2018 | Announcements, Genivity Journal
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...