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Wednesday, March 18, 2026
  • Trending/Voice AI Shift Started: Build an Assistant in 20 Minutes (No Code)
  • Trending/Stop Wasting Your Expertise on Cold Calls – Your AI Sales Revolution Starts NOW
  • Trending/You research plans for hours. Let our AI do it in seconds
  • Trending/Your Website Is Now a Web Application – Not Just a Brochure
  • Trending/Your Website Is a Silent Salesperson – Until AI Gives It a Voice
  • rixtrema.com
  • Blog
  • Reg BI
  • Software Case Study
    • Case Studies – Reg BI Optimizer
    • Case Studies – Portfolio Crash Testing
    • Case Studies – Planisphere
    • Case Studies – Larkspur Executive
    • Case Studies – 401kFO
  • Investing Counterpoint
401kAIAIInvestingNews

Why Voice-First AI Will Define Advisory Growth in 2026

Daniel Satchkov
22 Jan 2026
For years, advisors were told that AI was about text: emails, posts, summaries. That era is ending.The next shift is voice — not robo-calls, not gimmicks, but AI-enabled human communication at scale
401kAIAIInvestingNews

Why Voice AI Will Redefine Advisory Websites

Daniel Satchkov
20 Jan 2026
This Isn’t Optional AnymoreVoice AI isn’t replacing advisors. It’s replacing waiting, missed calls, and repetitive work.And firms that don’t learn this won’t fall behind in years. They’ll fall behind in months
401kAIAIInvestingNews

Why Voice AI Is Becoming Inevitable for Advisory Firms

Daniel Satchkov
15 Jan 2026
AI tools are evolving too quickly for firms to sit back and wait. This isn’t about experimentation anymore - it’s about staying competitive. One of the fastest-moving areas is voice.
401kAIAIInvestingNews

Why Replit Is Becoming a Mandatory Skill for Advisory Firms

Daniel Satchkov
13 Jan 2026
Most advisors sense that AI is important. Very few realize how quickly it’s already changing what a firm can do with the same people, the same budget, and the same time.The gap between firms that experiment with AI and those that operate with it is growing fast—and it’s becoming visible to clients.
401kAIAIInvestingNews

AI Is Reshaping Advisory Firms Faster Than You Think

Daniel Satchkov
09 Jan 2026
Most advisors sense that AI is important. Very few realize how quickly it’s already changing what a firm can do with the same people, the same budget, and the same time.The gap between firms that experiment with AI and those that operate with it is growing fast—and it’s becoming visible to clients.
AIInvestingNews

AI is a Weapon, Not Intelligence: Why Dismissing It as a Bubble is a Costly Mistake

Daniel Satchkov
11 Nov 2025
The chatter is everywhere: “AI is a bubble.” It’s overhyped, they say. At RiXtrema, we have a different, more urgent perspective from our president, Daniel Satchkov: AI is not a bubble; it's a weapon. 
AIInvestingNews

StressTestAI SHOCK: Gold & Silver WIN the Volatility Game

Daniel Satchkov
02 Oct 2025
Remember our call on gold & silver from Nov 2022? The thesis was based on metal leaving London vaults. The results are in: Gold +32%, Silver +33%!
AIInvestingNews

StressTestAI: Risk Management Without the Unwelcome Surprises

Daniel Satchkov
25 Sep 2025
Imagine this: volatility spikes, and overnight, your client's risk metric jumps dramatically. Suddenly, you're having a difficult conversation, explaining why the number is so different from what you showed just a month ago.
AIInvestingNews

StressTestAI: Future-Proof Your Portfolio with Stress Testing

Daniel Satchkov
18 Sep 2025
Stress testing is your key to proactive risk management. Unlike backward-looking historical analysis, it simulates how your portfolio would handle future crises - from trade wars to global economic shifts.
401kAIAIInvestingNews

RemAI: The Financial Advisor’s Ultimate Content Solution

Daniel Satchkov
04 Sep 2025
The emergence of powerful AI, and specifically the groundbreaking new tool RemAI, has turned content creation from a time-consuming chore into a strategic, efficient, and powerful advantage. It’s no longer about finding time to create; it’s about leveraging technology to become a content powerhouse.
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RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

  • Voice AI Shift Started: Build an Assistant in 20 Minutes (No Code)
  • Stop Wasting Your Expertise on Cold Calls – Your AI Sales Revolution Starts NOW
  • You research plans for hours. Let our AI do it in seconds
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