Advizr Blog

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 WorkplaceIFP

by Advizr, on October 24, 2018

OAKS, Pa., Oct. 24, 2018 – SEI (NASDAQ: SEIC) today announced the expansion of its SEI BusinessWise Program, enabling advisors to more efficiently build and deliver actionable financial plans to …

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Topics:Press ReleaseFinancial Planning

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:Advizr WorkplaceFinancial WellnessFinancial PlanningFinancial WellbeingNews

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:Client EngagementFinancial PlanningPractice ManagementFinancial WellnessAdvizr Workplace

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