Our advisor clients asked for it, and we answered: RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox. Wealthbox is a CRM designed to help financial advisors organize workflows around their clients. Wealthbox is a fintech firm experiencing outstanding growth among financial professionals because of its many
401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any plans filed by the DOL through Forms 5500 that contain Schedules of Assets. The Plan Screener provides users with searching flexibility by giving the ability to
John Sullivan of the 401kSpecialist just published an article describing RiXtrema's recent acquisition of Larkspur Data and what this means for retirement plan advisors across the country. Daniel Satchkov and Yon Perullo of the now, Larkspur-RiXtrema, are both quoted describing the recent merger: “Combining strengths of RiXtrema’s
Don't get overly distracted by the fiduciary rule. Daniel Satchkov has some sensible advice, says John Sullivan of 401kSpecialistMag at the Excel 401k(2017) Watch the full interview between 401kSpecialistMag's John Sullivan and RiXtrema's Daniel Satchkov at 401kSpecialistMag.com
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 says. Risk management tools and resources provider RiXtrema has released its DOL Fiduciary Rule Checklist to help advisers comply
By Guest Bloggers, Robert L. Sichel and Amanda M. Katlowitz of K&L Gates According to the Investment Company Institute, at the end of the first quarter of 2017, assets in IRAs and defined contribution plans totalled $8.2 trillion and $7.3 trillion, respectively.1 Under the Department of Labor’s
The mysterious Satoshi Nakamoto created Bitcoin (BTC), the first digital currency as a result of the 2008 financial crisis. Bitcoin blockchain is the first example of monetary system operating in a totally decentralized manner bypassing the regular financial system. From the technological perspective BTC is a
For those participating in the financial advice industry, it might seem like living out the movie Groundhog Day. Except instead of Bill Murray, the star of the movie is Alexander Acosta. Constant news of delays, new legislations that attempt to repeal the rule, repeated comment
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 computers NEW YORK– April 11, 2017 – RiXtrema announced the findings of a big data quantitative research
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 the issues advisors face. Michael has a way of writing that is intellectual, but clear