Genivity Journal Archives - Genivity
HALO for Lead Gen: Search Engine Optimization Basics

HALO for Lead Gen: Search Engine Optimization Basics

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...
In the News: Decoding Client Biases

In the News: Decoding Client Biases

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...
Telemus Capital Spotlight on Genivity HALO

Telemus Capital Spotlight on Genivity HALO

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...

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