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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 Current beliefs are often from outdated ideas that are…

Risk Analysis Software + CRM: The Integration of StratiFi + Wealthbox

On March 25th, 2021, StratiFi and Wealthbox hosted a webinar with presenters Chris Kopanski, Senior Product Specialist at Wealthbox, and Akhil Lodha, Co-Founder and CEO here at StratiFi. Integrating a CRM system with a risk management system can create a…

The Five Myths That Put Portfolios at Risk: Myth #1 Diversified Portfolios Lessen Volatility

This series intends to illuminate a pathway that will help advisors safeguard their practices and investor accounts. At StratiFi, we believe in a much greater focus on defining and managing risk. A risk approach is widely used among institutional investors,…

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…

Robertson Stephens and StratiFi Technologies Announce New Partnership

February 18, 2021 10:02 AM Eastern Standard Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating…

Specialization May Be Financial Advisors’ Quickest Path to Success

Most financial advisors begin their careers as generalists, offering a full range of investment and insurance products to anyone who will see them. Some remain as product salespeople while others develop the knowledge, skills, and credentials to perform comprehensive financial…

“As Long As Money Is Cheap, People Are Going to Go Further Out On The Risk Curve”

In the past 100 days, the stock market has advanced about 22%. This return is so extraordinary that many investors would be satisfied with that gain over an entire year. This rally has many investors wondering how to hedge portfolios,…

For Advisors Looking for Next Generation Clients: It’s a Matter of Trust

The greatest intergenerational transfer of wealth in history is underway. As a financial advisor, it represents either an unprecedented opportunity or a threat to your survival. It will ultimately come down to trust The financial advisory industry has a trust…

To Grow, RIA Firms Must Achieve Scale without Sacrificing Specialization

Leading RIA firms understand that the key to profitable growth is to optimize their ability to specialize in their core business functions of client management and business development, while effectively managing the complexity of growing investment and back-office operations.  But,…

Is Multi-Asset Class Investing the Answer for Concerned Passive Investors?

The wild stock market gyrations this year have shocked investors who had been lulled into complacency during a largely uninterrupted rally over the previous decade. Suddenly, the word ‘volatility’ is dominating stock market discussions, and investors are being warned that…

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

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…