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When Black Swans Meet Robo-Advisors

Daniel Satchkov

31 Jul 2015

According to the recent 2014 Scottrade Advisor Survey, financial advisors are well aware of the robo-threat to their business. However, when asked about the potential problems with online portfolio management platforms, virtually all RIAs focus on the lack of human interaction as...

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How to Explain China’s Stock Market Crash to Your Clients

Daniel Satchkov

29 Jul 2015

The latest article by Daniel Satchkov, president of RiXtrema, published in ThinkAdvisor magazine raises important questions about the recent crash in the China Stock Market: 1) What is driving these extreme losses? 2) Is the worst over for China? 3) What could...

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Daniel Satchkov

03 Jul 2015

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“Who’s Your Robo?”

Daniel Satchkov

02 Jul 2015

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 about online advice. From there, we get a profile of RiXtrema and...

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Important Note: Early Warning In Financial Markets

Daniel Satchkov

03 Jun 2015

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 and to model the future cash flows with RetireRisk. We constantly remind...

Blog Full With Left Sidebar

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When Black Swans Meet Robo-Advisors

How to Explain China’s Stock Market Crash to Your Clients

Nullam quis risus eget urna mollis

“Who’s Your Robo?”

Important Note: Early Warning In Financial Markets

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