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Insights for RIAs and Broker-Dealers

Risk, compliance, operations and practice management insights for RIAs and broker-dealers — from the StratiFi team and industry contributors.

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| 3 Min Read

Myth #5- Retirees Are Conservative Investors

At a Barron’s conference of the nation’s top financial advisors, a speaker noted that about 90% of all retirement accounts are in distribution mode. This reflects the fact that ...
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| 5 Min Read

Managing Crypto-Inclined Clients

Whatever your view on cryptocurrency, many of your present and future clients likely own, or want to own, digital currency. So, how do you manage a client with cryptocurrency ...
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| 3 Min Read

Myth #4- Long-term Investors Ignore Short-term Corrections

Of the world’s many mysteries, Wall Street’s success at convincing Main Street to believe in the existence of long-term investors ranks high. Through incredible marketing ...
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| 3 Min Read

Myth #3: Tail Risks Are Rare

The investment year is divided into 252 days. On most days, investors know what will happen, but they don’t know how the financial markets will respond. A variety of analytical ...
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| | | | 5 Min Read

StratiFi & Redtail Announce Integration Partnership

The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via single sign-on through their Redtail credentialsMay 05, 2021 10:08 AM Eastern Daylight ...
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| | 2 Min Read

StratiFi & Wealthbox Announce Integration Partnership

SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs, has announced a new partnership with Wealthbox. ...
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| 2 Min Read

Concentrated Stock Risk: Why Selling Fails | StratiFi

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 ...
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| | 1 Min Read

StratiFi + Wealthbox CRM Integration | StratiFi

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 ...
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| 4 Min Read

7 Questions to Consider When Evaluating Low Volatility ETFs

I recently sat down with Justin Lowry of Global Beta Advisors for a webinar to discuss the embedded risks in Low Volatility and Dividend Strategies that are overlooked and may be ...
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| 3 Min Read

Diversification Myth: Volatility Risk | StratiFi

Diversified Portfolio Stock Market Investment Strategy 3d Illustration This series intends to illuminate a pathway that will help advisors safeguard their practices and investor ...
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