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Technical Advice Using Larkspur-RiXtrema Tools

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

11 Apr 2017

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took 17 days of non-stop calculation on powerful 32 CPU Core computers NEW YORK– April 11, 2017 – RiXtrema announced the findings of...

Breaking News on Rollovers: What DOL Really Did on April 5

Daniel Satchkov

06 Apr 2017

We want to bring something very important to your attention regarding DOL Fiduciary Rule delay that was announced yesterday. The rule is delayed until June 9th and further examination of various provisions will happen throughout 2017. So, what will really happen on...

Using Larkspur-RiXtrema Tools

New Portfolio Crash Test Scenario: Trump Tax Cuts

Daniel Satchkov

03 Mar 2017

One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming to businesses and middle class individuals. We in RiXtrema decided to examine what are the possible impact on the US economy. In...

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Skip Schweiss on New Horizons Opening in front of RIAs

Daniel Satchkov

10 Feb 2017

For those of you who missed, some tremendously insightful comments from Skip Schweiss at TD Ameritrade as to potential sources of revenue growth for advisors. Enjoy: http://www.financial-planning.com/news/td-ameritrade-why-rias-are-missing-a-5-trillion-market-and-what-they-can-do-about-it

“Arguably, the Most Comprehensive DOL Rule Solution”

Daniel Satchkov

30 Jan 2017

Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer, offered by RiXtrema”. Here is a link to his study: http://www.advisorperspectives.com/articles/2017/01/23/dol-fiduciary-compliance-part-ii-the-most-comprehensive-solutions-for-ria-firms

RiXtrema in Journal of Fin Planning: DOL Rule Compliance & a Secret Revealed…

Daniel Satchkov

10 Jan 2017

Journal of Financial Planning ran a very interesting cover story on advisor technology. RiXtrema’s Don Harding and Daniel Satchkov both answered questions for the magazine. Daniel talked about crucial components of the DOL Fiduciary Rule Solution and Don has revealed the best...

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