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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…

Getting More from a Client Relationship with Client-Centric Investing

Getting More from a Client Relationship with Client-Centric Investing

It has been nearly a decade since the global financial crisis and, while investors are beginning to regain their confidence in the markets, many are still having difficulty overcoming the trust deficit created by financial advisors who treated them as…

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 2018 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

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…