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HALO for Lead Gen: Search Engine Optimization Basics

HALO for Lead Gen: Search Engine Optimization Basics

by Ashley Flitter | Nov 5, 2018 | Genivity Journal

Financial advisors are facing an unprecedented number of challenges in their practices. Whether it’s managing a large amount of wealth transfer or competing with robo-advisors, there are many potential obstacles advisors need to overcome in order to maintain and...
Genivity’s Approach to Security: An Interview with Heesh Naim

Genivity’s Approach to Security: An Interview with Heesh Naim

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...
In the News: Decoding Client Biases

In the News: Decoding Client Biases

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...
The Science Behind HALO: An Interview with Dr. Emily Chang, PhD

The Science Behind HALO: An Interview with Dr. Emily Chang, PhD

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...
Telemus Capital Spotlight on Genivity HALO

Telemus Capital Spotlight on Genivity HALO

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...
In the News: Client DNA is the Newest Edge in Financial Planning

In the News: Client DNA is the Newest Edge in Financial Planning

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...
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