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...
by Heather Holmes | Mar 1, 2018 | Announcements, Genivity Journal
Press Release: 2/28/18 1871 member company Genivity, which provides clients with life-planning solutions, will pitch at Google Demo Day in San Francisco on March 28th. Each year, Google Demo Day brings a diverse group of startups from across North America to Silicon...
by Ashley Flitter | Feb 26, 2018 | Genivity Journal
Grow Your Business in 2018! Let Genivity help you grow your business this year: Talking to your clients about health care expenses may feel different, but it’s just like talking to your client about any other financial recommendation. When your clients...
