Genivity Financial Planning Blog
Articles on health, wealth, and much more!
Experiencing COVID-19: An Advisor’s Health + Wealth Journey
Editor's note: Recently, the Coronavirus pandemic hit close to home for the Genivity team. Fabrice, a close advisor to the Genivity team, is now recovered from COVID-19, but his experience has motivated us, even more, to drive conversations about the...
The Gifts You Can Give with a Good Plan
Clients reward advisors who give them valuable gifts with their loyalty with more assets to oversee and with referrals. A good financial plan is just such a gift. Throughout the market volatility during Q1 of 2020, I have heard from a number of financial advisors that...
Supporting Client Longevity
Global research firm, the Aite Group, recently announced the top 10 trends driving growth in Wealth Management for 2020. #4 on that list: Advisors Supporting Client Longevity! By 2020, one third of the US population will be 65 and older. As people live longer,...
Blended Business: Embracing Technology to Provide Client Support
In talking with many financial advisors and institutions over the years, groups have evolved at different rates in how they use technology in their practice. Some shun it completely beyond the bare minimum of portfolios and modeling. Some are excited about what...
Genivity HALO: Empowered Aging Through FinTech
In uncertain times, it’s more important than ever to provide solutions that empower people to take charge of their future. This is especially true when it comes to financial and health decisions. That said, Genivity is honored to be partnering with the AARP through...
Advisors Provide more than Financial Advice
The world has turned on its head this past month and the financial markets are experiencing wild volatility. It is during these times that clients lean heavily on their financial advisors for advice. Traditionally, advisors often rely on historical data and averages...