Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?
The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to...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
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
How to adjust your client’s investment goals and risk tolerance for an ideal portfolio
Risk in itself is neither good nor bad, but it is extremely important that you understand what risk and how much of it you are taking. As advisors are adopting...Read More
Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”
The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool...Read More
Top 5 Larkspur-Rixtrema Blog Posts for June 2018
5. Top 5 Larkspur-Rixtrema Blog Posts for June 2018. An Exclusive Case Study from Larkspur-Rixtrema. Lets examine one of the plans from the 401kFiduciaryOptimizer tool.…Continue Reading 4. The...Read More
Why 401k Participant Education is Vital for Plan Sponsors
A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet fiduciary obligations. Ultimately the goal of the plan and the Plan Sponsor is to help set their employees up for a well-funded retirement
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took 17 days of non-stop calculation on powerful 32 CPU Core...Read More
Article by RiXtrema Authors Wins 2015 Peter L. Bernstein Award – Journal of Derivatives, published by Institutional Investor Journals
An article in the Journal of Derivatives, published by Institutional Investor Journals, has been named the winner of the 2015 Peter L. Bernstein Award. Risk Estimation and Hedging: A Reverse...Read More