Health = Wealth Blog - Genivity
The Gifts You Can Give with a Good Plan

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

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,...
Genivity HALO: Empowered Aging Through FinTech

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

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...
Genivity + Wealth Access Integration

Genivity + Wealth Access Integration

Genivity is excited to announce a new integration with Wealth Access’s customizable client portal. This integration will allow financial institutions to seamlessly offer our HALO Planner within their established Wealth Access digital user experiences so they can...