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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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| 2 Min Read

The Five Myths that Put Portfolios at Risk: A Five-Part Series

Risk has always been present for investors. It used to be that a diversified stock and bond portfolio was usually enough to protect clients from the worst of the financial markets ...
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| 2 Min Read

StratiFi Featured in S&P Webinar on Risk Management

San Francisco, April 6, 2020 – Akhil Lodha, StratiFi Technologies’ Chief Executive Officer, recently spoke on a webinar held by S&P Dow Jones Indices (DJI) about the effective ...
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| | 1 Min Read

“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 ...
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| 1 Min Read

Luck, Risk and Avoiding Losers

When Howard Marks speaks, it pays to listen. The chairman of Oaktree Capital recently sat for a lengthy interview with Shane Parrish of Farnam Street in which he covered many key ...
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| 1 Min Read

Someone’s Making a Big Bet on a Border Wall

Steven M. Sears, StratiFi’s chief investment officer, recently focused on some of the key attributes of successful investing in a column that he wrote for Barron’s.
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| 1 Min Read

Know Your Risk with Steve Sears of Stratifi

San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer, spoke at the MartinKronicle show, with Michael Martin.
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| 1 Min Read

Michael Drumm Joins StratiFi Technologies Inc. As Director of Sales

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| 1 Min Read

Steven M. Sears To Speak At The CBOE Risk Management Conference

San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer, will be speaking at the Chicago Board Options Exchange’s Risk Management ...
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| 1 Min Read

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 ...
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| 1 Min Read

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.
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