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

by Hussain Zaidi, on August 30, 2017

The US unemployment rate just hit a 10-year low of 4.3%. All financial services firms are experiencing difficulties in hiring staff, but it seems especially difficult to find qualified financial …

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Topics:Industry NotesFinancial PlanningPractice Management

by Rachel Sanborn, on August 17, 2017

The financial services industry is infamous for the amount of jargon, lingo, and technical terms that we regularly throw at consumers: Monte Carlo vs. straight-line returns; acronyms like IRA, RIA, …

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Topics:Industry NotesFinancial Planning

by Chadwick Blythe, on August 10, 2017

Having joined Advizr recently from positions as the head of sales teams at two other major financial technology firms, I’ve talked about planning software to advisors for almost two decades, …

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Topics:Industry NotesFinancial Planning