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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 #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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| | 2 Min Read

Martin Plachko Joins StratiFi to Lead Sales | StratiFi

SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, asset managers and broker-dealers has hired Pershing, ...
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| 7 Min Read

Finding Help to Complete SEC Form CRS

Security Exchange Committee SEC. Independent agency of the United States federal government. SEC Regulation Best Interest (Reg BI) became effective on June 30, 2020, a little more ...
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| 11 Min Read

What is an Investment Policy Statement?

When visiting a new country, the best way to find your way around is to map out the directions. You will also want to make an activity plan for all you’ll do once you get there. ...
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