by Advizr, on March 28, 2018

There are dozens of ways for advisors to segment their clients: age brackets, earning history and potential, AUM, professional affinity. Financial advisors currently capture these data points, but often don’t …

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Topics:Practice ManagementClient EngagementIndustry Notes

by Vibin Joseph Chowallur, CFP®, CRPC®, CRPS®, on March 20, 2018

Financial advisors today do more work than ever for their clients, leaving little appetite for time-intensive services that clients may not want and provide limited value to the advisor’s practice …

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Topics:Financial PlanningPractice ManagementClient EngagementIndustry Notes

by Noah Herman, on December 6, 2017

Built for financial advisors and their institutions, client/advisor engagement and adoption is always top of mind at Advizr. This focus was picked up on by several large and very large …

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Topics:Industry NotesFinancial PlanningAdvizr Workplace

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