Advizr Blog / Advizr Workplace

by Advizr, on January 8, 2019

New York, NY, Dec. 26, 2018 – Advizr’s financial planning and wellness technology expands across the Fortune 500 to advance financial wellbeing. Advizr WorkPlace today announced it has been selected by …

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Topics:NewsPress ReleaseAdvizr WorkplacePartner

by Advizr, on November 5, 2018

New York, NY, Nov. 5, 2018 – Independent Financial Partners (IFP), a multi-custodial RIA with ~500 advisors nationwide, specializing in wealth management and retirement plan consulting, has announced that it will …

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Topics:Press ReleaseAdvizr WorkplaceIFPPartner

by Advizr, on September 18, 2018

Advizr is honored to have been selected as a winner in the category of “401(k) Retirement Plan Support: Technology,” at the 2018 Industry Awards held by WealthManagement.com. The award, among …

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Topics:NewsFinancial PlanningAdvizr WorkplaceFinancial WellnessFinancial Wellbeing

by Advizr, on September 7, 2018

For financial advisors who are looking to expand their advisory practice and break into the 401(k) market—as well as potentially integrate 401(k) plans into workplace wellness programs—the current moment reflects …

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Topics:Financial PlanningClient EngagementPractice ManagementAdvizr WorkplaceFinancial Wellness

by Advizr, on September 7, 2018

WealthManagement.com recently announced the finalists for its 2018 Industry awards, and Advizr has been nominated as one of the leading experts in delivering holistic financial wellness to plan sponsors and …

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Topics:Advizr Workplace