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...
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,...
