Advizr Blog / Financial Wellness

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 Maria Behrens, on June 22, 2018

In recent years, organizations have increasingly found that providing access to employee wellness programs results in a more balanced and productive workforce. But wellness means more than just gym memberships …

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Topics:Financial PlanningClient EngagementAdvizr WorkplaceFinancial WellnessFinancial Wellbeing

by Maria Behrens, on June 12, 2018

The idea of focusing on employee health and wellbeing took off simply because it was the right thing to do. Companies that invested in the health of their people became …

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Topics:Client EngagementAdvizr WorkplaceFinancial WellnessFinancial Wellbeing

by Advizr, on May 16, 2018

Advizr is pleased to introduce a new business line, Workplace, a comprehensive financial wellness solution. The Workplace solution is built on Advizr’s self-directed financial planning technology, educational programs and customizable marketing designed to …

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Topics:Financial PlanningAdvizr WorkplaceFinancial WellnessFinancial Wellbeing