Case Study: How to be the First to Analyze Your Prospects Latest 5500 Filing
The Ask Our client, a small RIA, was looking to win more 401K business. She has been targeting a good prospect for months using a drip campaign, and wanted to...Read More
A Lot to Look Forward to in 2019: A Word from Daniel Satchkov, Larkspur-RiXtrema President
Dear friends, We have had an amazing 2018! RiXtrema acquired Larkspur Data Resources, a legendary company who started building plan advisor software decades ago. We launched Larkspur Executive with points...Read More
Why aren’t Millennials Turning to Financial Advisors?
From a recent article from Business Wire, we learned about a YCharts survey on millennial saving patterns. More than half of all millennials are saving 12% or more of their...Read More
Top 10 Articles from the Larkspur-Rixtrema Blog in 2018
Here is our top 10 countdown of the most popular articles from the Larkspur-Rixtrema Blog for 2018: 10. How to facilitate a conversation about risk & obtain better portfolio outcomes...Read More
Larkspur-RiXtrema Year in Review 2018: News, New Tools for Advisors and More…
Image Source: https://kinsta.com/blog/2018-year-in-review/ The biggest news of 2018 is fully completed merger of RiXtrema and Larkspur Data Resources into one company, Larkspur-RiXtrema. Both companies were well known in the advisory industry...Read More
7 Exclusive Case Studies on 401K Retirement Plans for Financial Advisors
Here at Larkspur-RiXtrema, we firmly believe that our software tools are extremely powerful and can help out advisors in so many ways. Here are a few case studies we’ve done...Read More