When Portfolio "Crash Testing" and Goals-Based Financial Planning Merge
This interview with Bill Winterberg, founder of fpPad, and Daniel Satchkov, CFA, president of RiXtrema, a portfolio crash testing system for financial advisors and financial institutions, while at the T3 Enterprise conference in Atlanta last week reminds me of …
A Reese’s Peanut Butter Cup: The marriage of portfolio crash testing with financial planning goals is a perfect combination. Totally delicious!
Satchkov gives a shout out to Robert M. Wyrick, Jr., managing member of MFA Capital Advisors in Houston; Wyrick’s suggestion for the marriage created the initial development spark.
Watch this 2 minute video now: