What To Focus On: First – Goals, And Only Then – Portfolio
When discussing investment plans with clients, it always makes perfect sense for an advisor to talk about ‘why’ before ‘how much’. The ‘why’ for the investor is always the goal....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
How to Explain China’s Stock Market Crash to Your Clients
The latest article by Daniel Satchkov, president of RiXtrema, published in ThinkAdvisor magazine raises important questions about the recent crash in the China Stock Market: 1) What is driving these...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
The Main Weakness of Robo-Advisors and How You Can Capitalize
Wealthfront brought the Markowitz optimization algorithm to the masses and in many ways the company is a symbol of the democratization of risk management that’s now going on… Let’s use...Read More
RiXtrema President Investment News Interview: Tips For Dealing With Robo Disruption
Daniel Satchkov of Rixtrema believes advisers need to redefine their value to clients to compete with cheaper online advice offerings… Click Here To Watch Video