1 Thing Advisors Need To Do To Keep And Attract Plan Sponsors
Plan Sponsors are changing management styles of 401k plans Plan Sponsors know something is wrong Advisors need to show holistic involvement Advisors need to be stewards and educators Advisors need...Read More
RiXtrema integrates with Wealthbox CRM
Our advisor clients asked for it, and we answered: RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox. Wealthbox is a CRM designed to help financial advisors organize workflows around their...Read More
Coronavirus Follow-up
COVID-19 gives us a rare opportunity to watch a stress play out in real time. And in this case, I actually made a prediction for how markets would react, so this blog will look at the progress of the virus and the suitability of the original prediction given the passage of time.
Add or Create your own Custom Stress Tests
How to change scenarios How to create a Custom Stress Test PortfolioCrashTest has always been able to choose different scenarios to stress test your portfolios. However, in PCTpro you can...Read More