Robo-adviser that helps find other robo-advisers?
A recent Tearsheet article, mentions a new startup whose primary focus will be to help clients find digital investment products while incorporating a robo-advice model into its strategy. One of...Read More
New Portfolio Crash Test Scenario: Trump Tax Cuts
One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming to businesses and middle class individuals. We in RiXtrema decided...Read More
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 stimulus, gratuitous buybacks, widespread accounting shenanigans. But robo-advisors apparently think...Read More
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 key risks for 2016 stem from two factors: Sharp drop...Read More
Retirement Crisis: Managing Your Clients’ Risk & Expectations
According to the recent Blackrock Investor Pulse Survey, we are in a retirement crisis and advisors who work with pre-retirees are on the front lines. Investors are generally pessimistic about...Read More
Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users
RiXtrema is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar will be able to pull any account...Read More