by Hussain Zaidi, on June 6, 2017

“People pretend not to like grapes when the vines are too high for them to reach.” ― Marguerite de Navarre, French author, 1492-1549 Our industry has a problem. Everyone talks about …

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Topics:Industry Notes

by Advizr, on May 18, 2017

The single most important concept underpinning an advisor’s tech-stack today is interconnectedness. We know this both from a data science standpoint and from a constant stream of anecdotal reporting. Without …

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Topics:Industry NotesFeatures and Skills

by Advizr, on May 11, 2017

May 11, 2017. New York, NY. Advizr, an innovative financial planning technology platform announced today the addition of veteran financial planning executive talent to the firm. Joining Advizr as President, …

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Topics:Press Release

by Rachel Sanborn, on May 10, 2017

Annuities can be an important tool in a financial advisor’s toolbox for successful retirement planning (as well as other less common uses). We often work with advisors who may not …

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Topics:Features and Skills

by Advizr, on April 13, 2017

Advizr was super productive and busy during the first quarter of the year. We released new features and expanded our team to serve you better. As you may know, we …

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Topics:Features and Skills