by Fabrice Braunrot | Last updated May 8, 2020 | Health and Wealth
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...
by Fabrice Braunrot | Last updated Apr 24, 2020 | Health and Wealth
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...
by Ashley Flitter | Last updated Apr 16, 2020 | 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,...
by Ashley Flitter | Last updated Apr 15, 2020 | Financial Planning
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...
by Ashley Flitter | Last updated Apr 1, 2020 | Announcements
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...
by John Lawrence | Last updated Mar 30, 2020 | Health and Wealth
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...
by Ashley Flitter | Last updated Jan 27, 2020 | Announcements
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...
by Ashley Flitter | Last updated Jan 6, 2020 | Financial Planning
As a financial advisor you know that Social Security likely won’t cut it in the future. The political situation around the long-standing pool of money is anything but stable and the cost of living and healthcare keeps going up. This likely is a very real, very...
by Ashley Flitter | Last updated Dec 18, 2019 | Announcements
We’re proud to announce that Genivity has been selected to participate in the MassChallenge as part of the 2020 FinTech cohort. Genivity was recognized for their industry-changing innovation out of hundreds of fintech companies.. Through a unique reverse pitch and...
by Ashley Flitter | Last updated Nov 5, 2019 | Announcements
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...
