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Wednesday, August 12, 2026

Trending/My $3,000-a-Month AI Mistake – and What I Learned
Trending/Your Financial AI Is Only as Good as Its Knowledge Base
Trending/AI Shouldn’t Replace Conversations. It Should Create Them.
Trending/Digital-Only Marketing Is Dying. Conversations Are Taking Over.
Trending/Anyone Can Build AI. Few Can Build It Right.

rixtrema.com
Blog
Reg BI
Software Case Study
Investing Counterpoint

RiXtrema President Investment News Interview: Tips For Dealing With Robo Disruption

Daniel Satchkov

Daniel Satchkov of Rixtrema believes advisers need to redefine their value to clients to compete with cheaper online advice offerings…

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Daniel Satchkov

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My $3,000-a-Month AI Mistake – and What I Learned

Your Financial AI Is Only as Good as Its Knowledge Base

AI Shouldn’t Replace Conversations. It Should Create Them.

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

Recent Posts

My $3,000-a-Month AI Mistake – and What I Learned
Your Financial AI Is Only as Good as Its Knowledge Base
AI Shouldn’t Replace Conversations. It Should Create Them.
Digital-Only Marketing Is Dying. Conversations Are Taking Over.
Anyone Can Build AI. Few Can Build It Right.

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