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Submitted URL: http://rixtrema.com/
Effective URL: https://rixtrema.com/
Submission: On August 10 via manual from CA — Scanned from CA
Effective URL: https://rixtrema.com/
Submission: On August 10 via manual from CA — Scanned from CA
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We're sorry but appstore doesn't work properly without JavaScript enabled. Please enable it to continue. About us Investing Counterpoint Video Guide Blog Sign in advisor tech market from All the tech you need as a financial advisor - in one place! No multiple logins, unified tech stack Win retirement plans & high net worth individuals with Advisor TechMarket suite of tools REQUEST DEMO LEARN ABOUT FREE RIXTREMA'S PRODUCTS Offer of the month 401kAi 401kAI allows you to communicate frequently without spending much time. Learn more RiXtrema products and services Larkspur Executive PRO & Platinum Stay calm & sell retirement plans from home: retirement plan database with data and analytics on 850k+ plans, daily update plus 1.2M+ executives with contact info. Free trial Learn more RegBi Optimizer When the SEC knocks, how will you prove compliance? Regulation Best Interest requires documentation when performing rollovers. SEC is starting to examine advisors after a grace period. 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Most detailed retirement plan & corporate executive contact database Learn more Free products Fundscreener Find and select certain mutual funds or ETFs based on detailed category, performance and risk statistic analysis. Free trial Learn more PDF-Parser Tool designed for exporting data about funds from Schedule H to excel or a csv file for analysis. PDF Parser converts retirement plan statements into a digestible format which can be uploaded as the company’s retirement plan into the 401kFiduciaryOptimizer and Larkspur Executive. Free trial Learn more Blog Rise of Fintech Startups: Transforming Traditional 401(k) Plan Advisory Services Retirement planning has become a paramount concern for individuals seeking financial security in their golden years. Among the various retirement savings options available, 401(k) plans have gained significant popularity in the corporate world. How to Build Retirement Security In the first half of 2023 we have seen the S&P 500’s rise of more than 10%. The numbers speak for themselves and those few short sellers aside, a rising market generally lifts spirits.More money means more consumption, the ability to pay off debts and the confidence to take out more. What could go wrong? How Will AI Transform Financial Services? As new technologies reconfigure the financial landscape, most clients believe AI will help, not hinder, advisors in their business. Is Your 401K at Risk? How the Latest Interest Rate Hikes Could Impact Your Portfolio The Federal Reserve’s recent interest rate hikes, coupled with Chairman Powell’s latest comments indicating that this is not the end, sends a clear message that until the inflation target of 2% is achieved, the cost of borrowing money will continue to rise, putting increased pressure on liquidation. New Rules Proposed by SEC Are Confusing! Late last year, the Securities and Exchange Commission proposed four rules that focus on increasing competition for equity orders. One would require open auctions for certain orders. Another, Regulation Best Execution, would set a standard for broker-dealers and other market participants, and require policies and procedures on finding the most favorable price points for customers. NOT SURE WHICH PRODUCT CAN HELP YOU GROW? SCHEDULE A FREE CONSULTATION Send Rixtrema Inc 80 Broad Street, 5th floor New York, NY 10004 | USA clientsuccess@rixtrema.com Tel: +1 (212) 513-7070 RiXtrema, 2023 PRIVACY POLICY About us Blog Forgot password