3 Steps to Growing Your Financial Advisory Practice With Portfolio Crash Testing
What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an exclusive province of quant managers, it is discussed regularly in...Read More
Wild Spikes in Commodity Prices as a result of Russian – Ukrainian conflict
Commodity prices have soared significantly over the past month, there were several factors that lead to this, the major one being high demand due to supply interruption because of war in Ukraine.
What does the war in Ukraine mean for the global market and your investments?
The crisis in Ukraine has been covered by the global media more closely than any other conflict that scorched the Earth in recent times or the ones that are ongoing currently parallelly in the middle east and elsewhere.
How To Win Rollovers
To answer this question we can create a hypothetical scenario where a prospect/client is about to change their employment which is, actually a very real scenario for all of us during our employment years.
31st Annual Retirement Confidence Survey
Are workers delaying retirement because of the pandemic? What about those who currently work with financial advisors? The closer to the end of their working life, the more people start...Read More
Quick User Guide – Portfolio Crash Test PRO
Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client's time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.
Quick User Guide – RegBI Optimizer
Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the...Read More
Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...Read More
The Pandemic and Participants
«Most Americans (69%) describe themselves as proactive or planners—and 64% either have a plan or have thought in detail about how to afford their desired lifestyle in retirement».
RiXtrema Responds to Riskalyze: Conclusive Proof
More on Riskalyze interest rate stress tests & ‘wildly inaccurate’ predictions? Yesterday, Riskalyze published some attacks on methodologies of their competitors, specifically RiXtrema and Hidden Levers. The day of...Read More