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Research and insight from retirement and risk experts at Larkspur-RiXtrema

New Portfolio Crash Test Scenario: Trump Tax Cuts

 One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming...

Skip Schweiss on New Horizons Opening in front of RIAs

For those of you who missed, some tremendously insightful comments from Skip Schweiss at TD Ameritrade as to potential sources...

“Arguably, the Most Comprehensive DOL Rule Solution”

“Arguably, the Most Comprehensive DOL Rule Solution”

Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer,...

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

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

Journal of Financial Planning ran a very interesting cover story on advisor technology. RiXtrema’s Don Harding and Daniel Satchkov both...

Michael Kitces covers RiXtrema’s IRAFiduciaryOptimizer and FeeComp database

Michael Kitces covers RiXtrema’s IRAFiduciaryOptimizer and FeeComp database

When we started building tools for advisors after working collectively for decades on software to institutions, I read Michael Kitces...

Now You Can Compare Your Fees To Other Advisors

Now You Can Compare Your Fees To Other Advisors

Hi all, We have released a novel and important database of advisory fees called FeeComp. It is based on SEC form...

Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX

Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX

401kFiduciaryOptimizer has only been around for 3 months and is already making major waves in the industry. Dozens of advisory...

This Will Have Tremendous Implications For Your Practice

This Will Have Tremendous Implications For Your Practice

Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a...

Robos Think It’s A Great Time To Buy Risk Assets

Robos Think It’s A Great Time To Buy Risk Assets

Most people who know a bit about financial markets history know that we are in unprecedented territory with central bank...

Negative Rates – Welcome To Beyond The Looking Glass

Wow, just listen to all the chatter about negative interest rates! The question in my mind is not if this...