Nullam quis risus eget urna mollis
Sed posuere consectetur est at lobortis. Sed posuere consectetur est at lobortis. Cras justo odio, dapibus ac facilisis in, egestas eget quam. Aenean eu leo quam. Pellentesque ornare sem lacinia...Read More
Wednesday, March 18, 2026
Blog 3 Columns
Big Page Title Style
“Who’s Your Robo?”
Bob Clark tells a story about a fouled-up online customer experience, and says that when things go wrong, you need a human in the loop to fix them. So he’s not worried...Read More
Important Note: Early Warning In Financial Markets
As you know, Portfolio Crash Testing is used by advisors to differentiate and to find threats to clients’ wealth. PCT also helps you create more suitable portfolios with the optimizer...Read More
Duis mollis, est non commodo
Sed posuere consectetur est at lobortis. Sed posuere consectetur est at lobortis. Cras justo odio, dapibus ac facilisis in, egestas eget quam. Aenean eu leo quam. Pellentesque ornare sem lacinia...Read More
The Main Weakness of Robo-Advisors and How You Can Capitalize
Wealthfront brought the Markowitz optimization algorithm to the masses and in many ways the company is a symbol of the democratization of risk management that’s now going on… Let’s use...Read More
Why Risk Management Isn’t Like Silly Car Shopping
This article by RiXtrema President appeared on ThinkAdvisor.com I like to use car shopping as an analogy to the investing process. Let’s imagine what it would it be like to...Read More
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
RiXtrema 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