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Research and insight from retirement and risk experts at Larkspur-RiXtrema

“Arguably, the Most Comprehensive DOL Rule Solution”

“Arguably, the Most Comprehensive DOL Rule Solution”

Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer,...

PLAN SCREENER Reference Guide

PLAN SCREENER Reference Guide

401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any...

RiXtrema in Journal of Fin Planning: DOL Rule Compliance & a Secret Revealed…

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...

Michael Kitces covers RiXtrema’s IRAFiduciaryOptimizer and FeeComp database

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...

Now You Can Compare Your Fees To Other Advisors

Now You Can Compare Your Fees To Other Advisors

Hi all, We have released a novel and important database of advisory fees called FeeComp. It is based on SEC form...

Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX

Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX

401kFiduciaryOptimizer has only been around for 3 months and is already making major waves in the industry. Dozens of advisory...

This Will Have Tremendous Implications For Your Practice

This Will Have Tremendous Implications For Your Practice

Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a...

Robos Think It’s A Great Time To Buy Risk Assets

Robos Think It’s A Great Time To Buy Risk Assets

Most people who know a bit about financial markets history know that we are in unprecedented territory with central bank...

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...

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...