Case Study: How to Prospect Executives with Risk Assessment Report
When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.
As a Fiduciary, How Well Do You Know Your Risk?
Recently FINRA has released its 2019 Risk Priorities and Examination Priorities Letter, where investment suitability remains its top priority. The main category in the suitability area continues to be deficient...Read More
3 Scenarios in the Trump Government Shutdown: How will it Impact Markets?
Trump vs. The Democrats: A Fight for the Ages! Americans love a good fight as evidenced by the popularity of the Kardashians, Real Housewives of Wherever, the Bachelor(ette), the UFC...Read More
To Brexit or Not to Brexit
As anyone following Brexit knows, it is a mess. With the March 29, 2019 deadline for the United Kingdom to leave the European Union fast approaching, there is a real...Read More
iPhone Loathing in China Or Why 43% Of All Statistics Are Worthless
Statistics is the art of never having to say you’re wrong. A statistician is a person who draws a mathematically precise line from an unwarranted assumption to a foregone...Read More
2019 Will Be The Year That Crypto Decouples From Equity Markets
Everyone has a prediction for 2019. I am with Yogi Berra when he says that ‘making predictions is hard, especially about the future’. However, I will go ahead and...Read More
Great Deleveraging and Market Panic: Are We There Yet?
Clearly, stock market feels different now than it did at any point over the last few years. In this note we will look at two important indicators to understand if...Read More
A Lot to Look Forward to in 2019: A Word from Daniel Satchkov, Larkspur-RiXtrema President
Dear friends, We have had an amazing 2018! RiXtrema acquired Larkspur Data Resources, a legendary company who started building plan advisor software decades ago. We launched Larkspur Executive with points...Read More
Larkspur-RiXtrema Year in Review 2018: News, New Tools for Advisors and More…
Image Source: https://kinsta.com/blog/2018-year-in-review/ The biggest news of 2018 is fully completed merger of RiXtrema and Larkspur Data Resources into one company, Larkspur-RiXtrema. Both companies were well known in the advisory industry...Read More
7 Exclusive Case Studies on 401K Retirement Plans for Financial Advisors
Here at Larkspur-RiXtrema, we firmly believe that our software tools are extremely powerful and can help out advisors in so many ways. Here are a few case studies we’ve done...Read More