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
Michael Kitces covers RiXtrema’s IRAFiduciaryOptimizer and FeeComp database
When we started building tools for advisors after working collectively for decades on software to institutions, I read Michael Kitces almost every day as a way to immerse myself into...Read More
Now You Can Compare Your Fees To Other Advisors
Hi all, We have released a novel and important database of advisory fees called FeeComp. It is based on SEC form ADV data. We have solved the main problem with that...Read More
Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX
401kFiduciaryOptimizer has only been around for 3 months and is already making major waves in the industry. Dozens of advisory firms are using it to take their fiduciary practice to...Read More
This Will Have Tremendous Implications For Your Practice
Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a $9.2M plan with 114 participants. As we’ve been saying for...Read More
Robos Think It’s A Great Time To Buy Risk Assets
Most people who know a bit about financial markets history know that we are in unprecedented territory with central bank stimulus, gratuitous buybacks, widespread accounting shenanigans. But robo-advisors apparently think...Read More