Blog 3 Columns

There are a few features in the new Portfolio Crash Testing Pro (PCT Pro) that allow an advisor to compare and contrast the outcomes of various portfolio allocations. Some of...

Recession Deja Vu – No Smoke Without Fire

Colin Ward

12 Sep 2019

The Weakest Drop First How did this happen? We Lower Interest Rates and This is What We Get In Return? How large is the BBB Bond Market Banks haven’t failed...

Brexit Update – Boris Johnson Edition

Yon Perullo

09 Sep 2019

When I last wrote about Brexit, Theresa May was busy trying to get her hard-negotiated agreement for terms of Brexit passed through Parliament. As we all know, this failed, May...

Recession Deja Vu: Mortgagephobia

Colin Ward

02 Sep 2019

Why do we care about Housing? What goes up must come down? Look at Where We Are No equity in a college degree Why do we care about Housing? Property...

How Retirement Advisors Can Easily Send Marketing Letters to Prospects

Gennady Prokofyev

28 Aug 2019

Advanced Search for Prospects Select a Plan Send Template Letters Track Your Email Activity Client Struggles: Many clients ask us about the best ways to prospect underperforming 401(k) plan sponsors....

Easy Advisor Marketing with Customized, Trackable Marketing Letters

Alexandr Starodubtsev

26 Aug 2019

As a finance professional, I deal every day with advisors who have big ideas about business growth. These ideas are the essence of success and it can be defined by...

Case Study:Options Can Help To Diversify Risk

Alexandr Starodubtsev

23 Aug 2019

THE PROBLEM: Volatility is a threat to portfolio gains Investors feel comfortable when markets behave rationally and their portfolios trend upward with expected fluctuations along the way. However, the investment...

Technology So Good – You Can Taste It (if you cook it right)

Daniel Satchkov

23 Aug 2019

Beyond Meat is the first publicly traded meat replacement company with one of the most successful large IPOs of 2019. Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the...

Reserve plan sponsors for your marketing with Plan of the Week

Colin Ward

22 Aug 2019

RiXtrema’s Plan of the Week email allows you to reserve plan sponsors for 6 months and keep those sponsors from being distributed to other users. It is one more way...