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PHILADELPHIA, PA — OnePoint BFG Wealth Partners will deploy RISR’s business-owner planning platform across its centralized planning team and advisor network, extending the firm’s effort to serve entrepreneurs and privately …
RISR Deal Expands OnePoint BFG’s Business-Owner Strategy Read More PHILADELPHIA, PA — RISR recently launched an artificial intelligence-powered document analysis platform aimed at helping financial advisors identify legal and financial risks for business owners as trillions of dollars in …
RISR Launches AI Tool for Business Owner Risk Reviews Read More PHILADELPHIA, PA — RISR has entered into a strategic partnership with Allworth Financial, a national registered investment advisory firm overseeing approximately $34 billion in assets under management, in a move …
Philly’s RISR Teams With $34B RIA to Target Business Owners Read More PHILADELPHIA, PA — RISR announced the launch of its enhanced financial planning platform, introducing the industry’s first financial planning-focused Succession & Exit Planning tool alongside expanded wealth planning, valuation, and …
RISR Launches Enhanced Platform Featuring Industry-First Succession and Exit Planning Tool Read More PHILADELPHIA, PA — RISR has entered into a strategic partnership with Modern Wealth Management, a registered investment advisory firm whose advisors collectively oversee more than $8.5 billion in assets under …
RISR Partners with Modern Wealth to Expand Advanced Planning Tools for Business Owners Read More PHILADELPHIA, PA — RISR has announced a strategic partnership with The American College of Financial Services, the nation’s largest nonprofit educational institution specializing in financial services. The collaboration aims to …
RISR Partners with The American College to Advance Business Succession Planning Read More PHILADELPHIA, PA — RISR has announced a strategic partnership with Integrated Partners, a financial planning and registered investment advisory firm managing over $21 billion in assets under advisement. The collaboration …
RISR Partners with Integrated Partners to Enhance Financial Planning for Business Owners Read More PHILADELPHIA, PA — RISR has announced a strategic partnership with NewEdge Wealth, a division of NewEdge Capital Group, LLC. With over $60 billion in client assets serviced, NewEdge Wealth will …
RISR Partners with NewEdge Wealth to Revolutionize Financial Planning for Business Owners Read More