Advizr Blog

Bridging the Gap Between Financial Wellness & Employer Benefits

Built for financial advisors and their institutions, client/advisor engagement and adoption is always top of mind at Advizr.

This focus was picked up on by several large and very large institutions, all of whom were seeking something previously unavailable to them - the capacity to quickly, efficiently and comprehensively onboard a number of individuals (i.e., participants in mega 401k plans, or a company’s entire employee base), provide them with tangible, actionable financial advice, coordinate and assimilate their benefits, and ultimately, advance financial well-being across the entire population of individuals.

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Tags: Industry Notes, financial planning, Advizr Workplace

A Review of Social Security Strategies in Advizr

Thanks to the complexity of US tax code and the nuances of various Social Security (SS) benefits, volumes have been written about how to “maximize” Social Security benefits. There are numerous variables that could impact decisions around when and how to take benefits, such as spousal benefits, life expectancy, retirement age from a full-time job, delaying or accelerating the start of benefits from full retirement age, and even the full Social Security retirement age itself, which currently changes depending on year of birth and could change even more in the future to preserve payouts from the system.

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Tags: retirement, social security, financial planning, Case Study

Advizr Expands Financial Planning Technology Platform With Self-Directed Plans and Implementation Capabilities

~ Advizr Workplace provides financial institutions and advisors the ability to offer self-directed financial plans to mass affluent clients; Advizr Accelerate enables advisors to implement recommendations directly from Advizr


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Tags: Features and Skills, Press Release, financial planning

3 Steps for Implementing an Effective Financial Planning Process


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 planners.

Search any job board for financial planner positions and thousands of results appear with 79,315 listings on alone! The vast majority of these openings are at wirehouses and large broker dealers. If this is a fair reflection of the market, one would suspect that these large firms are assembling sizable financial planning armies in their back offices.

What is behind this effort?

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Tags: Industry Notes, financial planning, Practice Management

Cash flow based or goal based? Where do we go from here?

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, and IAR; suitability vs. fiduciary standards; cash flow-based vs. goal-based planning software. In our previous blog post, we tackled the history of the terms “cash flow-based” and “goal-based,” including their original meanings in the industry. In this post, I’d like to review more recent interpretations of these terms, along with introducing terms we think are more accurate to describe today’s financial planning software design philosophies.

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Tags: Industry Notes, financial planning

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