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
How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees
ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing, Lockheed Martin, International Paper, MassMutual & Ameriprise are only some...Read More
Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice
Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with...Read More
Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account
Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their...Read More
RiXtrema Launches Fiduciary Checklist
Original Article from Javier Simon at PlanAdviser can be read HERE The checklist covers various fiduciary responsibilities including those not associated with supposed delays or changes to the fiduciary rule, RiXtrema...Read More
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
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 economic twilight zone is coming to the United States, but...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
Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users
RiXtrema is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar will be able to pull any account...Read More
Important Note: Early Warning In Financial Markets
As you know, Portfolio Crash Testing is used by advisors to differentiate and to find threats to clients’ wealth. PCT also helps you create more suitable portfolios with the optimizer...Read More