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 answered questions for the magazine. Daniel talked about crucial components...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
New Risks in 2016 and New Scenarios For Your Client Meetings
Dear colleague, happy new year! 2016 is shaping up to be an extremely volatile year to say the least. The key risks for 2016 stem from two factors: Sharp drop...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
Retirement Crisis: Managing Your Clients’ Risk & Expectations
According to the recent Blackrock Investor Pulse Survey, we are in a retirement crisis and advisors who work with pre-retirees are on the front lines. Investors are generally pessimistic about...Read More
Convincing Prospects: How To Discuss Risk and Goals
As advisors are adopting wealth management technology, they seem to be focused on the risk tolerance aspect of risk system implementation. But building a portfolio by subordinating everything else to...Read More
The Problem With Robo-Advisors’ Use of Mean Variance Optimization
Letting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, it’s a terrible idea for your clients. However, the first generation of...Read More
When Black Swans Meet Robo-Advisors
According to the recent 2014 Scottrade Advisor Survey, financial advisors are well aware of the robo-threat to their business. However, when asked about the potential problems with online portfolio management...Read More
“Who’s Your Robo?”
Bob Clark tells a story about a fouled-up online customer experience, and says that when things go wrong, you need a human in the loop to fix them. So he’s not worried...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