NEW YORK--(BUSINESS WIRE)-- 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 several recognizing best-in-class companies supporting financial advisor success, was presented to the New York-based fintech company at a ceremony last Thursday.

Now in its fourth year, with hundreds of nominations across 20 categories, WealthManagement.com’s Industry Awards recognize outstanding achievement in the financial services sector, with the goal of inspiring innovation and leadership. Honorees are among the top financial technology firms in the industry delivering cutting edge supportive services to financial advisors and their participants.

While Advizr Core launched several years ago, Advizr WorkPlace launched last year to address the growing desire by employers to invest in the financial wellness of their employees. The program pairs together Advizr’s intuitive, self-directed planning technology with marketing campaigns and educational resources designed to drive employee engagement and encourage them to take charge of their financial health. The suite of services offered are research-backed and market-tested to build confidence, increase financial literacy, and equip participants with the tools necessary to identify, set, and track financial goals. Participants using Advizr WorkPlace can do all of this on their own or work closely with a financial advisor that was designated by their employer.

Advizr CEO and Co-founder, Hussain Zaidi, said he was honored to accept the award on Advizr’s behalf and is excited to continue building on Advizr WorkPlace’s unique position in the financial wellness and planning space. “The financial wellness space is new, but growing quickly as employers increasingly recognize the benefits of investing in the financial health of their workers,” said Zaidi. “Platforms that offer self-directed planning, while offering the option to connect with a financial advisor, are rare. We believe we’re ahead of the curve.”

Learn more about Advizr’s WorkPlace Solution by contacting (844) 445-3617, or visit https://www.advizr.com/advizr-workplace.

About Advizr

Advizr, based in New York, NY is dedicated to creating programs and technology to expand consumer and advisor access to high-quality financial planning, as well as drive advisor profitability. The powerful, automated, interactive financial planning solution empowers consumers to take control of their financial wellness and allows advisors to identify new opportunities and grow their practice. To learn more, please visit us at https://www.advizr.com/advizr-workplace.

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Media Relations

Advizr

Doug O'Brien, 845-527-6302

[email protected]

Source: Advizr

When the long-term outlook feels overwhelming, many Americans splurge to feel better

KEY FINDINGS:

• 74% worry recent market highs are unsustainable and the economy may be due for a correction
• 63% are waiting to make financial decisions because economic conditions are too unpredictable
• 43% are likely to splurge on purchases that help them feel better in the moment when overwhelmed by their long-term financial outlook

MINNEAPOLIS--(BUSINESS WIRE)--
With markets at record highs, Americans think the upward trajectory is unsustainable, according to the Q3 2026 Quarterly Market Perceptions Study* from the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America (Allianz Life).

About three in four (74%) Americans are concerned that recent market highs are unsustainable and the economy may be due for a correction. Millennials (77%) are more likely than boomers (73%), Gen X (72%) or Gen Z (71%) to hold this concern.

At the same time, nearly two-thirds (63%) say they are waiting to make financial decisions because economic conditions are too unpredictable.

Despite these concerns, willingness to invest has rebounded. After dipping in the second quarter, the percentage of Americans who are comfortable with current market conditions and ready to invest now has returned to 27%, which is consistent with earlier this year.

“Too often when markets are up, people will assume they will keep going up and pile in,” says Kelly LaVigne, VP of consumer insights, Allianz Life. “The fact that many Americans are aware that the good times can’t last forever is actually encouraging. But, that awareness is leaving many people just sitting on the sidelines waiting for a sense of certainty that most likely will never come. That’s where a financial professional can help you build an effective strategy if the market keeps climbing or pulls back.”

While many are waiting on financial decisions, many also recognize that they could benefit from professional guidance. The majority of Americans (62%) say current market conditions have made professional financial guidance more valuable in the past six months.

Financial anxiety has many Americans splurging

More than two in five (43%) say they are likely to splurge on purchases that help them feel better in the moment when overwhelmed by their long-term financial outlook. Gen Z (61%) are more likely than millennials (56%), Gen X (33%) or boomers (24%) to say they splurge to feel better.

“When the financial future feels overwhelming, we often default to doing what feels good now,” says LaVigne. “The risk is that spending on little treats today can chip away at long-term financial security. A financial professional can help you build a strategy that accounts both for money to enjoy now and money that can be protected for the future.”

* Allianz Center for the Future of Retirement conducted an online survey, the Q3 2026 Quarterly Market Perceptions Study in August 2026 with a nationally representative sample of 1,005 respondents age 18+ in the contiguous U.S.

The Allianz Center for the Future of Retirement produces insights and research as a part of Allianz Life Insurance Company of North America.

About Allianz Life Insurance Company of North America

Allianz Life Insurance Company of North America (Allianz Life), one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2025, Allianz Life provided additional value to its policyholders via distributions of more than $18.7 billion. Allianz Life is a leading provider of fixed index annuities, registered index-linked annuities, and indexed universal life insurance. Additionally, Allianz Investment Management LLC (AllianzIM), a registered investment adviser and wholly owned subsidiary of Allianz Life, manages the suite of AllianzIM exchange-traded funds (ETFs). Allianz Life and AllianzIM are part of Allianz SE, a global leader in the financial services industry with more than 156,000 employees in nearly 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

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Sarah Hauer

(763) 765-7341

[email protected]

@AllianzLife

Source: Allianz Life Insurance Company of North America