The Sooner You Know About SEC’s Newly Proposed Rule the Better
With the DOL’s Fiduciary Rule seemingly gone, what’s next on the block for fiduciary regulation? The Security and Exchange commission has been planning its own fiduciary rule and regulation rehaul...Read More
How You Can Solve The Most Difficult DOL Rule Documentation Requirement
Today we are going to tackle one of the most difficult data challenges you will encounter in creating a best interest report. You are obligated to act in clients’ best...Read More
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
Michael Kitces covers RiXtrema’s IRAFiduciaryOptimizer and FeeComp database
When we started building tools for advisors after working collectively for decades on software to institutions, I read Michael Kitces almost every day as a way to immerse myself into...Read More