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...
by Ashley Flitter | Last updated Oct 11, 2019 | Financial Planning
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....
by Ashley Flitter | Last updated Oct 9, 2019 | Announcements
When our team shows up to work every day, we’re driven by the idea that we’re doing things different, that we’re fundamentally changing how financial planning will operate in the future. That’s why we’re thrilled when someone else takes note of the innovation...
by Ashley Flitter | Last updated Oct 4, 2019 | Financial Planning
Everyday, whether you actively acknowledge it or not, you’re fighting with every other firm out there to manage clients’ wealth. The question you should be asking yourself each day is what separates you from your competitors. Why would a client choose you? If...
by Ashley Flitter | Last updated Oct 3, 2019 | Financial Planning
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....
by Ashley Flitter | Last updated Sep 23, 2019 | Financial Planning
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,...
by Ashley Flitter | Last updated Sep 12, 2019 | Health and Wealth
Many of your clients are dreaming of retirement. It’s the final phase of their life that they’ve been diligently working toward and saving for. Suffice it to say, it would be unfortunate if something derailed that dream, especially if the reasons it was derailed were...
by Ashley Flitter | Last updated Aug 28, 2019 | Financial Planning
Whether you’re new to the world of financial advising of if you’ve been in it for a while, there’s one thing that’s going to change how you do your job: technology. Maybe you’ve already seen it happen or maybe you hit the ground running with the latest tech, but the...
by Ashley Flitter | Last updated Aug 15, 2019 | Financial Planning
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...
by Ashley Flitter | Last updated Aug 12, 2019 | Announcements
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...
