Bridging the Gap - Genivity

Genivity Financial Planning Blog

Articles on health, wealth, and much more!
Genivity Wins UBS Future of Finance Competition

Genivity Wins UBS Future of Finance Competition

The entire team at Genivity was thrilled to be chosen as a winner of the UBS Future of Finance challenge. Genivity received recognition in the “Deepening Client Relationships” category.  UBS put out the call to “...start-ups and established, growing companies that...

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What Advisors Can Learn From Retailers

What Advisors Can Learn From Retailers

The media has been tireless in reporting on the new state of retail in the United States. Some call it a “retail apocalypse” others see it as an evolution of traditional brick and mortar. Whatever the hot take of the day is, one thing is for sure: retail is changing....

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