New Portfolio Crash Test Scenario: Trump Tax Cuts
One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming to businesses and middle class individuals. We in RiXtrema decided...Read More
Skip Schweiss on New Horizons Opening in front of RIAs
For those of you who missed, some tremendously insightful comments from Skip Schweiss at TD Ameritrade as to potential sources of revenue growth for advisors. Enjoy: http://www.financial-planning.com/news/td-ameritrade-why-rias-are-missing-a-5-trillion-market-and-what-they-can-do-about-it
“Arguably, the Most Comprehensive DOL Rule Solution”
Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer, offered by RiXtrema”. Here is a link to his study:...Read More
RiXtrema in Journal of Fin Planning: DOL Rule Compliance & a Secret Revealed…
Journal of Financial Planning ran a very interesting cover story on advisor technology. RiXtrema’s Don Harding and Daniel Satchkov both answered questions for the magazine. Daniel talked about crucial components...Read More