Health = Wealth Blog - Page 2 of 12 - Genivity
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...
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....
The Role of Technology in your Practice

The Role of Technology in your Practice

Technology is a little bit like the story of goldilocks. Every firm has their own preference in how much technology they’d like to use. Some firms might prefer to be on the cutting edge, constantly examining how they could use more tech to benefit their customers....
Evaluating New Technology for your Firm

Evaluating New Technology for your Firm

We don’t need to tell you that technology in financial firms and businesses is exploding. It seems like every day, companies are coming out with new technology and new ways to manage your clients’ wealth. This can be a confusing maze to navigate, what to buy,...
The Trouble with Social Security

The Trouble with Social Security

At some point in the last year, you’ve probably read an article on Social Security. Whether it’s a politician’s plan to “fix” it, or a wealth guru’s take on what’s going to happen to it in the coming year, the message is clear, Social Security isn’t as reliable as it...
Genivity Helps Lead the Way in Tech for Advisors

Genivity Helps Lead the Way in Tech for Advisors

There’s no question about it: people are living longer than ever before. Longer lives are a wonder of modern medicine and a true testament to the advancement of society. As we’ve mentioned before, however, this longevity doesn’t come free. Many industry leaders now...