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
Top 10 Articles from the Larkspur-Rixtrema Blog in 2018
Here is our top 10 countdown of the most popular articles from the Larkspur-Rixtrema Blog for 2018: 10. How to facilitate a conversation about risk & obtain better portfolio outcomes...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
Reasons Why Advisors Should be Using More 401k Fintech Tools
With the new millennia we crossed the point of no return where technology will be driving growth and prosperity. It is easy to see it happening all around us...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 15-16, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Post DOL Fiduciary Rule Regulatory Challenges – The DOL Fiduciary Rule is dead. All we know is that something...Read More
New 401k Regulation to Give Participants Estimated Monthly Retirement Income on Account Statements
As reviewed by a recent article from InvestmentNews, there is even more regulation in the works for the retirement industry. New 401(k) disclosures may require many 401(k) investment providers to...Read More
On Risk Tolerance and Broken Noses
From risk systems for advisors to algorithms used by robo-advisors, quant risk management has gone mainstream. These systems have gone from being housed on supercomputers at large institutions to cloud-based...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 1-2, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Analyzing Yield Curves to Position Your Clients’ Portfolios – The recent equity selloff has dropped S&P 500 10.2%...Read More
Making Sure Your 401K Clients Get the Retirement Paycheck They Want
In a recent article from Kitces.com, the main topic of discussion are the different ways that investors and advisors have been ensuring a retirement paycheck throughout the years. In the...Read More