fbpx
2018 Industry Awards Winner 2018 Industry Awards Winner >
The Five Myths That Put Portfolios at Risk: Myth #2 Sell Stock to Reduce Concentrated Risk

The Five Myths That Put Portfolios at Risk: Myth #2 Sell Stock to Reduce Concentrated Risk

Our series on the five myths that put portfolios at risk examines the reality that many individual investors and advisors do not broadly understand the concepts and disciplines of portfolio risk. Current beliefs are often from outdated ideas that are…

StratiFi Hires Pershing, Invesco, PowerShares Alumni Martin Plachko to Lead Sales and Business Development

Pershing, Invesco, PowerShares Alumni Martin Plachko Joins StratiFi to Lead Sales and Business Development

SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, asset managers and broker-dealers has hired Pershing, Invesco alumni Martin Plachko, CIMA® to lead its growth and expansion. Mr. Plachko is an industry veteran and entrepreneur…