Cybersecurity Regulations
Retirement is an industry plagued with cybersecurity breaches. Everyone from recordkeepers to advisors are affected.
Crypto Awareness: The Road Is Winding, But The Wind Is High
According to CoinMarketCap, as of early August, crypto-assets were worth more than $1.66 trillion, 80 alt coins worth at least $1 billion.
Retirement: The Ultimate Bipartisan Issue
Arriving back on the blue planet, Jeff Bezos lamented that there were too many vilifiers and not enough unifiers. Amongst the unifiers, apparently in such short supply, is the fact that we all grow old, and need to retire.This is perhaps why transitioning out of the workforce is one of those rare things in US politics, a bipartisan issue. Divided as they might seem, you’d be hard pressed to find a member of the house or senate, who’s not concerned with just how few Americans are prepared for retirement.
A little Bitcoin in your 401(k)? The DOL Isn’t So Sure
It should come as no surprise to anyone familiar with crypto that the government has, at best, been skeptical about digital currency and its benefit to ordinary Americans.More recently, the DOL has expressed concern that cryptocurrencies are to be added to so-called alt-401(k)s.
SECURE Act 2.0
The Secure Act 2.0 increases the required minimum distribution age to 73 starting in 2022, the age to 74 in 2029 and 75 in 2032. The original secure act expanded eligibility for long term, part time workers to contribute to their employers 401(k) plan.
Specific Niches for Advisors
Reasons for Finding and Developing Specific Niches Specific Niches: Not a One Size Fits All Niche Becoming a Necessity Advisors who Found their Specific Niches Specializing Driven by Marketing Challenges Reasons for Finding and Developing Specific Niches Finding and developing specific niches is a wise move for any advisor, who wants to establish himself...Read More
Quick User Guide – Portfolio Crash Test PRO
Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client's time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.
Happy Independence Day from Rixtrema
This year Independence Day hits just that little bit different. Although many restrictions are still in place, freedom is in the air. At Rixtrema we would like to thank everyone who has worked with us over this very challenging, and at times, tragic period. So whether you are having a BBQ, fireworks display or family picnic. Indulge yourself! From the whole team, Happy Independence Day!
New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say
Gesler became the new SEC chairman only a few months ago, but he’s already, reportedly, going hard on the RegBI Rule and being advised by Capitol Hill Republicans to slow down on environmental, social and governance rules.
Larkspur Executive CRM – Quick User Guide
1. Click on the CRM tab on the left-hand dashboard to quickly access your CRM system 2. The First Screen is your tasks Dashboard, some tasks will begenerated automatically when your sent emails get opened 3. Click on a three-dot button to the left of the Status field to eitheredit it (Open Task)...Read More