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Monday, August 24, 2026
  • Trending/The Internet Is AI. Your Advantage Is Human.
  • Trending/The AI Workflow That Saves You 5–8× the Time
  • Trending/Why AI Needs Guardrails to Stop Lying
  • Trending/My $3,000-a-Month AI Mistake – and What I Learned
  • Trending/Your Financial AI Is Only as Good as Its Knowledge Base
  • rixtrema.com
  • Blog
  • Reg BI
  • Software Case Study
    • Case Studies – Reg BI Optimizer
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401kAIAIInvestingNews

The Internet Is AI. Your Advantage Is Human.

Daniel Satchkov
20 Aug 2026
401kAIAIInvestingNews

The AI Workflow That Saves You 5–8× the Time

Daniel Satchkov
18 Aug 2026
401kAIAIInvestingNews

Why AI Needs Guardrails to Stop Lying

Daniel Satchkov
13 Aug 2026
401kAIAIInvestingNews

My $3,000-a-Month AI Mistake – and What I Learned

Daniel Satchkov
11 Aug 2026

401kFO (Case Studies)

401k FiduciaryOptimizerUsing Larkspur-RiXtrema Tools

What you need to know about the Lower Fee Classes Report.

Daniel Satchkov
01 May 2018

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

Daniel Satchkov
25 Jul 2016

Calendar

August 2026
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Larkspur Executives (Case Studies)

Case StudiesCase Studies - Larkspur Executive

Plan Ratings in Larkspur Executive

Colin Ward
03 Oct 2019

Why are Participant / Employer Contributions important to a plan sponsor?

Colin Ward
01 Oct 2019

How Retirement Advisors Can Easily Send Marketing Letters to Prospects

Gennady Prokofyev
28 Aug 2019

Easy Advisor Marketing with Customized, Trackable Marketing Letters

Alexandr Starodubtsev
26 Aug 2019

Portfolio Crash Testing (CS)

Regulation BI (Case Studies)

Planisphere (Case Studies)

CoinOptimizer (Case Studies)

Prospect of Wealth (CS)

401kAIAIInvestingNews

The Internet Is Becoming an AI Zombieland

Daniel Satchkov
12 May 2026

Voice AI Shift Started: Build an Assistant in 20 Minutes (No Code)

Daniel Satchkov
03 Mar 2026

Stop Wasting Your Expertise on Cold Calls – Your AI Sales Revolution Starts NOW

Daniel Satchkov
26 Feb 2026

You research plans for hours. Let our AI do it in seconds

Daniel Satchkov
24 Feb 2026

Your Website Is Now a Web Application – Not Just a Brochure

Daniel Satchkov
12 Feb 2026

Your Website Is a Silent Salesperson – Until AI Gives It a Voice

Daniel Satchkov
10 Feb 2026

Voice AI Is Easier Than You Think

Daniel Satchkov
05 Feb 2026

Regulation Best Interest

How Small RIAs can keep up with Fin Services Corporations
Regulation Best Interest

How Small RIAs Can Keep Up With Fin Services Corporations

Colin Ward
10 Jun 2020
The SEC Reg-BI guidance for Small Businesses

The SEC Reg-BI Guidance For Small Businesses

Colin Ward
04 Jun 2020
IRA and Rollover Considerations

IRA and Rollover Considerations

Colin Ward
20 May 2020
5 Components to the Form CRS Examinations

5 Components To The Form CRS Examinations

Colin Ward
12 May 2020

Cryptocurrency

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rixtrema.com

RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

  • The Internet Is AI. Your Advantage Is Human.
  • The AI Workflow That Saves You 5–8× the Time
  • Why AI Needs Guardrails to Stop Lying
  • My $3,000-a-Month AI Mistake – and What I Learned
  • Your Financial AI Is Only as Good as Its Knowledge Base
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