Blog 3 Columns

The Secure Act 2.0 increases the required minimum distribution age to 73 starting in 2022, the age to 74 in 2029 and 75 in 2032. The original secure act expanded eligibility for long term, part time workers to contribute to their employers 401(k) plan.

Specific Niches for Advisors

Svetlana Patokova

30 Jul 2021

Reasons for Finding and Developing Specific Niches Specific Niches: Not a One Size Fits All Niche Becoming a Necessity Advisors who Found their Specific Niches Specializing Driven by Marketing Challenges...

Quick User Guide – Portfolio Crash Test PRO

Client Success Team

08 Jul 2021

Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client's time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.

Happy Independence Day from Rixtrema

Daniel Satchkov

02 Jul 2021

This year Independence Day hits just that little bit different. Although many restrictions are still in place, freedom is in the air. At Rixtrema we would like to thank everyone who has worked with us over this very challenging, and at times, tragic period. So whether you are having a BBQ, fireworks display or family picnic. Indulge yourself! From the whole team, Happy Independence Day!

New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say

Gennady Prokofyev

28 Jun 2021

Gesler became the new SEC chairman only a few months ago, but he’s already, reportedly, going hard on the RegBI Rule and being advised by Capitol Hill Republicans to slow down on environmental, social and governance rules.

Larkspur Executive CRM – Quick User Guide

Client Success Team

25 Jun 2021

1. Click on the CRM tab on the left-hand dashboard to quickly access your CRM system 2. The First Screen is your tasks Dashboard, some tasks will begenerated...

Working Remotely: Virtual Interactions between Advisors and Clients

Svetlana Patokova

25 Jun 2021

Financial Advisors Benefit from Working Remotely We are now into a second year of new remote work rules, precipitated by the pandemic. Large numbers of financial advisors have become...

Quick User Guide – CoinOptimizer

Client Success Team

24 Jun 2021

According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?

Quick User Guide – RegBI Optimizer

Client Success Team

22 Jun 2021

Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the...