Recent Posts by Advizr:

by Advizr, on January 8, 2019

New York, NY, Dec. 26, 2018 – Advizr’s financial planning and wellness technology expands across the Fortune 500 to advance financial wellbeing. Advizr WorkPlace today announced it has been selected by …

Read Story
Topics:NewsPress ReleaseAdvizr WorkplacePartner

by Advizr, on November 5, 2018

New York, NY, Nov. 5, 2018 – Independent Financial Partners (IFP), a multi-custodial RIA with ~500 advisors nationwide, specializing in wealth management and retirement plan consulting, has announced that it will …

Read Story
Topics:Press ReleaseAdvizr WorkplaceIFPPartner

by Advizr, on October 24, 2018

OAKS, Pa., Oct. 24, 2018 – SEI (NASDAQ: SEIC) today announced the expansion of its SEI BusinessWise Program, enabling advisors to more efficiently build and deliver actionable financial plans to …

Read Story
Topics:Press ReleaseFinancial PlanningPartner

by Advizr, on September 18, 2018

Advizr is honored to have been selected as a winner in the category of “401(k) Retirement Plan Support: Technology,” at the 2018 Industry Awards held by WealthManagement.com. The award, among …

Read Story
Topics:NewsFinancial PlanningAdvizr WorkplaceFinancial WellnessFinancial Wellbeing

by Advizr, on September 7, 2018

For financial advisors who are looking to expand their advisory practice and break into the 401(k) market—as well as potentially integrate 401(k) plans into workplace wellness programs—the current moment reflects …

Read Story
Topics:Financial PlanningClient EngagementPractice ManagementAdvizr WorkplaceFinancial Wellness