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StratiFi Participates At Charles Schwab Event

StratiFi Participates At Charles Schwab Event for Financial Planners and Compliance Officers

San Francisco, February 14, 2019 –  StratiFi Technologies Inc. announced today that it is a premier sponsor of a Charles Schwab conference, Regulatory Hot Topics: Preparing for 2019 for Financial Planners and Compliance Officers. The Feb. 28 event, presented by the…

Stocks, Bonds and Other Diversification Pairings at Risk: Steven Sears

Stocks, Bonds and Other Diversification Pairings at Risk: Steven Sears

In an essay for AdvisorHub, StratiFi’s Chief Investment Officer Steven M. Sears has alerted investors to the risk that rising inflation has on traditional portfolio allocations. Should inflation, which has been unusually low for much of the past decade, rise,…

StratiFI Technologies to Participate in “The Asset / WealthTech Advisory”

StratiFi Technologies will be participating in “The Asset / WealthTech Advisory”

San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset / WealthTech Advisory Collaboration on January 29 organized by Plug & Play and Morningstar @ the Plug and Play Tech Center. The venue will gather top technologies and companies from the Asset…

Steve Sears: “The Fact of the Matter is The Behavior in the Market is not Normal”

Steve M. Sears: “The Behavior in the Market is not Normal”

Steven M. Sears, StratiFi Technologies’ chief investment officer, was recently interviewed by TD Ameritrade for his views on the stock and options market, and economy. He raised concerns about the unusually erratic nature of the stock market, offered some insights…

Protecting Your Clients from Behavioral Investing Mistakes

Protecting Your Clients from Behavioral Investing Mistakes

“The investor’s chief problem – even his worst enemy – is likely to be himself.” – Benjamin Graham A key to understanding behavioral finance is understanding that investments do not necessarily cause investors to lose money. Investors often cause themselves…

Wealth Exposed – Why Advisors Need to Take the Lead in Risk Management

Wealth Exposed – Why Advisors Need to Take the Lead in Risk Management

The sudden return of market volatility this year should be a reminder of the critical role financial advisors play in helping clients to protect their assets. However, as advisors proactively take measures to protect portfolios against inevitable market declines, their…

StratiFi and Omni Global Partner To Empower Advisors With Risk Management Technology

San Francisco, October 2, 2018 – StratiFi Technologies Inc. announced today a partnership with Omni Global Group Ltd. Omni has integrated StratiFi’s PRISM Rating™ technology into its Omniscient CRM platform. The partnership will enable advisors to access risk-management tools that…

StratiFi Wins Award For Best Risk Tolerance / Client Profiling Technology

  San Francisco, September 17, 2018 – StratiFi Technologies Inc., which is democratizing risk management to help financial advisors and their clients make better financial decisions, announced that it has won the WealthManagement.com 2018 Industry Award for the top Risk-tolerance /…

Escape the High-Net-Worth Client Trap To Build a Successful Business

Escape the High-Net-Worth Client Trap To Build a Successful Business

The top 1% of Americans now control over one-third of the nation’s total investable assets. These high-net-worth (HNW) investors are the proverbial golden geese sought by many advisory firms. And why not? More assets per client; and the more you…

StratiFi Announces Occam To Advance Investor Education, Risk-Adjusted Investing

San Francisco, August 15th – StratiFi Technologies, which is democratizing risk management to help everyone make better financial decisions, announced the launch of Occam, a financial education and media eco-system. Occam was conceived by Steven M. Sears, a former Barron’s…

StratiFi’s Steve Sears Analyzes Tech Sector For TD Ameritrade

San Francisco, August 7 2018 –  StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network to discuss technology sector trading patterns ahead of key earnings reports. Mr. Sears discussed trends in the…

StratiFi’s Steve Sears Deconstructs The Stock and Bond Market For TD Ameritrade

San Francisco, June 22, 2018  –  StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network. Mr. Sears discussed liquidity in the stock market, how investors are seeking safety in large-capitalization technology stocks…

StratiFi’s Steve Sears To Deliver Keynote Address at WealthTech 2018

San Francisco, June 19, 2018  –  StratiFi Technologies Inc. today announced that Steven M. Sears, the company’s chief market strategist, will deliver the keynote speech at Wealthtech 2018. Mr. Sears will discuss how technology can help financial advisors and their clients better…

StratiFi Technologies Named Finalist for Industry Awards by WealthManagement.com

San Francisco, June 12, 2018  –  StratiFi Technologies Inc. today announced that it was named a finalist for the 2018 WealthManagement.com Industry Awards. StratiFi’s PRISM RatingTM software, which brings sophisticated, yet intuitive, risk management tools to advisors and investors, was selected as one of three finalists in…

StratiFi Technologies Announces Series A Funding Round

San Francisco, May 04, 2018  –  StratiFi Technologies Inc., whose technology solutions help advisors improve investment outcomes for clients, while increasing the stability of their own businesses, has announced a Series A funding round that was led by Anthemis Group. StratiFi raised…