Products November 6, 2018
IFP Partners with Advizr to Provide Wellness Solution
Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities.
Reported by Amanda Umpierrez
Independent Financial Partners (IFP), a multi-custodial RIA with approximately 500 advisers nationwide, specializing in wealth management and retirement plan consulting, will partner with New York-based financial wellness technology company, Advizr, Inc., to provide its advisers with access to the financial wellness solution, Advizr WorkPlace.
The partnership will provide IFP’s advisers access to a full suite of services designed to enhance the financial wellbeing of 401(k) plan participants. Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities, an education resource center and personal finance campaigns to drive user engagement.
The partnership will provide IFP’s advisers access to a full suite of services designed to enhance the financial wellbeing of 401(k) plan participants. Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities, an education resource center and personal finance campaigns to drive user engagement.
“Advizr WorkPlace is equipping our advisers with the technology and resources to address a growing need we’re seeing from our plan sponsors and plan participants at an accessible cost,” says Jeff Acheson, divisional president of IFP.
More information about the tool can be found here.
You Might Also Like:
Retirement Plans and Life Insurance Contribute to Employees’ Financial Security
Employees surveyed say these benefits contribute a lot to their feeling of financial security, but 83% are at least somewhat...
Schwab Retirement Plan Services Unveils Custom Financial Planning Tool
Participants receive personalized checklists and can check on their guide periodically to track progress against goals and update their information.
15th Anniversary of RPAY: 401k Advisors Intermountain
The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years.
« Consistent Retirement Savings and Investing Leads to Higher Balances