How ‘robo’ platforms for advisors should and should not be used
Michael Kitces, as is usual for him, asks some relevant and tough questions. You can read his recap of the T3 goings on HERE, but the key question that he...Read More
Monday, December 15, 2025
Blog 3 Columns – Masonry
Caption placed hereRiXtrema President Investment News Interview: Tips For Dealing With Robo Disruption
Daniel Satchkov of Rixtrema believes advisers need to redefine their value to clients to compete with cheaper online advice offerings… Click Here To Watch Video
Federal Reserve Stress Scenarios Modeled In Riskostat
As you may know, the Federal Reserve recently released their stress scenarios: Base, Severe and Adverse. While the Fed may not explicitly regulate you, the role this organization plays in...Read More
What does Riskalyze ‘Risk Number’ really measure?
What does Riskalyze Risk Number really measure? Disclosure of calculation and methodology essential for meaningful discussion. Riskalyze has responded to our criticism of the math behind their interest rate stress test....Read More
Crash Tests, Clairvoyants and Risk Managers
This blog entry is published in the Financial Advisor Magazine Expert Views Risk management is all about finding the suitable risk/return profile. Suitable, that is, to the holder of the...Read More
Black Swans Love a Low VIX
This RiXtrema blog entry is published in the Financial Advisor Magazine Expert Views As the VIX tumbles to lows not seen since before 2008, we must ponder the meaning of...Read More
What If Fed Tapers? How Does a Risk Manager Prepare?
In Part 2 the stress test of Fed tapering QE is discussed as a way to cover for shortcomings of risk models. Incorporating plausible macro scenarios is necessary to make...Read More
Why Sharpe Ratio And Other Traditional Stats Can’t Prepare You For What’s Coming
Are you thinking about interest rate risk and how it might interact with equity risk? If you are using risk models, beware, they can be lying. We can improve the...Read More
Fund Crash Ratings for Wellesley, Wellington and Thornburg Income
Know your funds. Detailed comparison of risk profiles of Vanguard Wellseley (VWINX), Vanguard Wellington (VWELX) and Thornburg Investment Income Builder (TIBIX) funds. Which one is more sensitive to inflation or...Read More
Managing Interest Rate Risk For Wealth Management Clients
Majority of the investors are waking up to the fact that fixed income portfolios are not necessarily safest given historically low interest rates and the macroeconomic outlook. The video offers...Read More