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  • Most Promising Financial Service Technology Solution

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  • By Mike Leahy

    Hope is not a strategy with DOL fiduciary rule

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    DOL Readiness Essentials for Advisory Firms

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  • By Jeff Marsden

    Three mistakes to avoid when defining Reasonable Compensation

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  • XTIVA White Paper

    The DOL and Advisor Practices

    The hard questions advisors will (or should) eventually ask.

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    The DOL and Advisor Practices

From the Blog

Xtiva among CIOReview’s Most Promising Technology Solutions in Financial Services

CIOReview has named Xtiva Financial Systems as one of its 20 Most Promising Companies in Financial Services in 2016. The […]

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Xtiva Signals its Evolution with Launch of New Brand Image

NEW YORK, NY. December 5, 2016 – Xtiva Financial Systems has launched a wholesale makeover of its corporate brand, unveiling […]

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Hope is Not a Strategy with the DOL Fiduciary Rule

The regulatory future in the financial industry became less certain with the election of a new administration. However, preparing your […]

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Xtiva Teams Up with Strategy & Resources, LLC on Game Changing Strategic Compensation Services

Financial services firms can quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation NEW YORK, […]

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Three mistakes to avoid when defining Reasonable Compensation under the DOL Fiduciary Rule

Reasonable Compensation – a key element of the DOL Fiduciary Rule – is unclear, complicated and time consuming. And it’s […]

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DOL Readiness Lifeline for Broker-Dealers launched by Xtiva

Broker-dealers can leverage new programs to assess, prepare for and implement the DOL Rule New York, NY. – November 3, […]

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Broker-Dealers Get DOL Help from Xtiva with BDComp-Check Program

33-Point review of broker-dealer advisor compensation to align with Best Interest goals NEW YORK, NY (PRWEB) OCTOBER 26, 2016 Xtiva […]

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The DOL Fiduciary Rule Could be a Gift

The DOL Fiduciary Rule means big change. Despite years of consultation, and now fully six months after the announcement of […]

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The DOL and Advisor Practices: The Hard Questions Advisors will (or should) eventually ask

Part 2 in our series examining the implications of the US Department of Labor’s ‘Fiduciary Rule’. The ‘DOL’ is a […]

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