by Rachel Sanborn, on November 9, 2017

Thanks to the complexity of US tax code and the nuances of various Social Security (SS) benefits, volumes have been written about how to “maximize” Social Security benefits. There are …

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Topics:Social SecurityFinancial PlanningRetirementCase Study

by Advizr, on October 31, 2017

~ Advizr Workplace provides financial institutions and advisors the ability to offer self-directed financial plans to mass affluent clients; Advizr Accelerate enables advisors to implement recommendations directly from Advizr New …

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Topics:Press ReleaseFeatures and SkillsFinancial Planning

by Noah Herman, on October 25, 2017

As a result of the lineup of enterprise and institutional clients Advizr brought on board and partnered with over the past year, we became imminently aware of the constraints, pain …

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Topics:Features and SkillsIndustry NotesInsider

by Rachel Sanborn, on September 28, 2017

The nature of a cash flow-based approach to financial planning, even if it is centered around the client’s goals, means that any platform assisting in the creation of such a …

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Topics:Features and SkillsCase StudyPractice Management

by Noah Herman, on September 20, 2017

Expert-level financial planning that is intuitive and not a laborious or onerous task. This is core to what Advizr began with and focuses on when we look at the independent …

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Topics:Features and SkillsPractice Management