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

The Problem With Robo-Advisors’ Use of Mean Variance Optimization

Letting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, it’s a...

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...

When Black Swans Meet Robo-Advisors

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,...

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...

“Who’s Your Robo?”

Bob Clark tells a story about a fouled-up online customer experience, and says that when things go wrong, you need...

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...

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...

Manage Your Client’s Risk & Perception Of It

Manage Your Client’s Risk & Perception Of It

We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the...

Why Risk Management Isn’t Like Silly Car Shopping

This article by RiXtrema President appeared on ThinkAdvisor.com I like to use car shopping as an analogy to the investing...

How ‘robo’ platforms for advisors should and should not be used

How ‘robo’ platforms for advisors should and should not be used

Michael Kitces, as is usual for him, asks some relevant and tough questions. You can read his recap of the...