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Tuesday, December 5, 2023

Trending/AI Tools Transform Finance
Trending/Retirement Planning Problems Retirees Might Face
Trending/Decoding Retirement Planning in 2023: Insights from Latest Data and Trends
Trending/Auto Enrollment Prepares Employees for Retirement
Trending/Rise of Fintech Startups: Transforming Traditional 401(k) Plan Advisory Services

rixtrema.com
Blog
Reg BI
Software Case Study
Investing Counterpoint

AI Tools Transform Finance

Daniel Satchkov

Retirement Planning Problems Retirees Might Face

Svetlana Patokova

Decoding Retirement Planning in 2023: Insights from Latest Data and Trends

Auto Enrollment Prepares Employees for Retirement

Svetlana Patokova

401kFO (Case Studies)

401k FiduciaryOptimizer News

CITs in the 401(k) Field: The Price of Change

Gennady Prokofyev

Quick User Guide – 401kFO Steps

Client Success Team

Reconsider Adding Revenue-Sharing Funds To Your Investment Menu

Tatiana Novosiltseva

More than half of Americans took from their retirement savings amid the global pandemic, the survey finds.

Calendar

December 2023
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25	26	27	28	29	30	31

« Oct

Larkspur Executives (Case Studies)

In 2020, email marketing is now as important as it has ever been. Despite what some people may think, email as a platform for reaching out to prospects is actually more effective than ever. It’s quick, easy, and a direct line to most people. Especially during a time where many people aren’t going into their office every day, email can be the best way to reach people.

Case Studies - Larkspur Executive

Why You Need to Keep Marketing

Luke St. Angelo

Individual Reports in Larkspur

Client Success Team

Larkspur Executive Pro / Pro-Plus Campaign Follow Up

CRM Enhancements For Easier Follow-ups

CRM Enhancements For Easier Follow-ups

Gennady Prokofyev

Portfolio Crash Testing (CS)

Case Studies - Portfolio Crash Testing News Portfolio Crash Testing Pro

In Troubled Times Get Back to 401(k) Basics

Quick User Guide – Portfolio Crash Test PRO

Client Success Team

How’s VaR working out?

RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox

RiXtrema integrates with Wealthbox CRM

Regulation BI (Case Studies)

Quick User Guide – RegBI Optimizer

Client Success Team

3 tricks to navigating the Admin Panel-min

3 Tricks to Navigating the Admin Panel

Proving Compliance With the PDF Tool For SEC Exams

Planisphere (Case Studies)

Quick User Guide – Planisphere

Client Success Team

Winning 401k Business Nearby with Planisphere

Gennady Prokofyev

Prospecting Plans with the Lowest Ratings in Planisphere

Gennady Prokofyev

CoinOptimizer (Case Studies)

Case Studies - CoinOptimizer

How to Assess Risk When Investing in Crypto – Use Coinoptimiser

Prospect of Wealth (CS)

Case Studies - POW

Quick User Guide – Prospects of Wealth

Client Success Team

How to Protect Portfolios against Inflation

Svetlana Patokova

Predicting S&P Returns Using the VIX

Is 2022 the Year Advisors Adopt Nontraditional Fees?

Tatiana Kovaleva

What 401k Plan Sponsors Need to Know About the Investment Policy Statement

Gennady Prokofyev

Different Tiers For Tax Deffered Investments

Different Tiers For Tax Deferred Investments

Alexandr Starodubtsev

We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard to come by, we have certainly seen our fair share of contentious presidential elections 2020 US

Contested Elections

Unspent Business Development Money

Regulation Best Interest

News Regulation Best Interest

SECURE 2.0: Over-Rated or Game-Changing?

Gennady Prokofyev

With Reg BI comes New Compliance Liability

Tatiana Kovaleva

New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say

Gennady Prokofyev

New President is in, what’s in store for the SEC and Reg BI?

Luke St. Angelo

Cryptocurrency

Cryptocurrency News

What’s New in the World of Crypto?

Svetlana Patokova

Adding Cryptocurrency to your 401(k) Plan: Risks and Best Practices

Gennady Prokofyev

Crypto Awareness: The Road Is Winding, But The Wind Is High

Podcast: A Blockchain is Not a Blockchain: Decentralized and Permissioned Blockchains

Daniel Satchkov

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RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

AI Tools Transform Finance
Retirement Planning Problems Retirees Might Face
Decoding Retirement Planning in 2023: Insights from Latest Data and Trends
Auto Enrollment Prepares Employees for Retirement
Rise of Fintech Startups: Transforming Traditional 401(k) Plan Advisory Services

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