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 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 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...
by Ashley Flitter | Last updated Jul 3, 2019 | Announcements
Over the last few months, our Founder and CEO, Heather Holmes, has been broadening her knowledge of the financial tech industry at the prestigious FIS Fintech Accelerator in Little Rock, Arkansas. Who is FIS? FIS serves the largest players in the financial world,...
by Ashley Flitter | Last updated Jun 27, 2019 | Announcements, Financial Planning
Planning for the unknown is tricky. Projecting what a client may need in terms of future healthcare is especially tricky. Mortality tables can help determine the likelihood of someone living into their 80’s or 90’s, but they’re generalizations. Those tables don’t...
