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Sunday, July 5, 2026

Trending/Voice-First: The Silent Killer of Traditional Advisory Sales
Trending/Your Website Should Talk, Not Just Text – And Now It Can Book Demos, Too
Trending/In the Age of AI, Trust Becomes the Ultimate Competitive Advantage
Trending/The Only AI Workflow You Need
Trending/My $10,000 Month AI Mistake

rixtrema.com
Blog
Reg BI
Software Case Study
Investing Counterpoint

401kAI AI Investing News

Voice-First: The Silent Killer of Traditional Advisory Sales

Daniel Satchkov

401kAI AI Investing News

Your Website Should Talk, Not Just Text – And Now It Can Book Demos, Too

Daniel Satchkov

401kAI AI Investing News

In the Age of AI, Trust Becomes the Ultimate Competitive Advantage

Daniel Satchkov

401kAI AI Investing News

The Only AI Workflow You Need

Daniel Satchkov

401kFO (Case Studies)

401k FiduciaryOptimizer News

CITs in the 401(k) Field: The Price of Change

Gennady Prokofyev

Quick User Guide – 401kFO Steps

Client Success Team

Reconsider Adding Revenue-Sharing Funds To Your Investment Menu

Tatiana Novosiltseva

More than half of Americans took from their retirement savings amid the global pandemic, the survey finds.

Calendar

July 2026
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« Jun

Larkspur Executives (Case Studies)

In 2020, email marketing is now as important as it has ever been. Despite what some people may think, email as a platform for reaching out to prospects is actually more effective than ever. It’s quick, easy, and a direct line to most people. Especially during a time where many people aren’t going into their office every day, email can be the best way to reach people.

Case Studies - Larkspur Executive

Why You Need to Keep Marketing

Luke St. Angelo

Individual Reports in Larkspur

Client Success Team

Larkspur Executive Pro / Pro-Plus Campaign Follow Up

CRM Enhancements For Easier Follow-ups

CRM Enhancements For Easier Follow-ups

Gennady Prokofyev

Portfolio Crash Testing (CS)

Case Studies - Portfolio Crash Testing News Portfolio Crash Testing Pro

In Troubled Times Get Back to 401(k) Basics

Quick User Guide – Portfolio Crash Test PRO

Client Success Team

How’s VaR working out?

RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox

RiXtrema integrates with Wealthbox CRM

Regulation BI (Case Studies)

Quick User Guide – RegBI Optimizer

Client Success Team

3 tricks to navigating the Admin Panel-min

3 Tricks to Navigating the Admin Panel

Proving Compliance With the PDF Tool For SEC Exams

Planisphere (Case Studies)

Quick User Guide – Planisphere

Client Success Team

Winning 401k Business Nearby with Planisphere

Gennady Prokofyev

Prospecting Plans with the Lowest Ratings in Planisphere

Gennady Prokofyev

CoinOptimizer (Case Studies)

Case Studies - CoinOptimizer

How to Assess Risk When Investing in Crypto – Use Coinoptimiser

Prospect of Wealth (CS)

Case Studies - POW

Quick User Guide – Prospects of Wealth

Client Success Team

401kAI AI Investing News

Voice-First: The Silent Killer of Traditional Advisory Sales

Daniel Satchkov

Your Website Should Talk, Not Just Text – And Now It Can Book Demos, Too

Daniel Satchkov

In the Age of AI, Trust Becomes the Ultimate Competitive Advantage

Daniel Satchkov

The Only AI Workflow You Need

Daniel Satchkov

My $10,000 Month AI Mistake

Daniel Satchkov

Use AI to Double Your Client Conversations

Daniel Satchkov

“I Wasted a Ton of Money on AI So You Don’t Have To”

Daniel Satchkov

Regulation Best Interest

News Regulation Best Interest

SECURE 2.0: Over-Rated or Game-Changing?

Gennady Prokofyev

With Reg BI comes New Compliance Liability

Tatiana Kovaleva

New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say

Gennady Prokofyev

New President is in, what’s in store for the SEC and Reg BI?

Luke St. Angelo

Cryptocurrency

Cryptocurrency News

What’s New in the World of Crypto?

Svetlana Patokova

Adding Cryptocurrency to your 401(k) Plan: Risks and Best Practices

Gennady Prokofyev

Crypto Awareness: The Road Is Winding, But The Wind Is High

Podcast: A Blockchain is Not a Blockchain: Decentralized and Permissioned Blockchains

Daniel Satchkov

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RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

Voice-First: The Silent Killer of Traditional Advisory Sales
Your Website Should Talk, Not Just Text – And Now It Can Book Demos, Too
In the Age of AI, Trust Becomes the Ultimate Competitive Advantage
The Only AI Workflow You Need
My $10,000 Month AI Mistake

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