What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys
What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys...Read More
Wednesday, December 17, 2025
Blog 4 Columns
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RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took...Read More
Breaking News on Rollovers: What DOL Really Did on April 5
We want to bring something very important to your attention regarding DOL Fiduciary Rule delay that was announced yesterday. The...Read More
New Portfolio Crash Test Scenario: Trump Tax Cuts
One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming...Read More
Skip Schweiss on New Horizons Opening in front of RIAs
For those of you who missed, some tremendously insightful comments from Skip Schweiss at TD Ameritrade as to potential sources...Read More
“Arguably, the Most Comprehensive DOL Rule Solution”
Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer,...Read More
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...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...Read More