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

by Advizr, on August 2, 2017

Innovative technology platform gains prominent industry recognition for significantly expanding its financial planning feature and capability suite August 3, 2017. New York, NY. Advizr, an innovative financial planning technology platform …

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Topics:Industry NotesPress Release

by Advizr, on June 21, 2017

Franklin Templeton leads prominent group of investors including SEI, IA Capital, and Fenway Summer to invest in innovative, growing financial planning technology company Advizr New York, NY. June 22, 2017 …

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Topics:Press Release