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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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| 4 Min Read

A Conversation on Risk & Return

We want to start an ongoing conversation with you about risk and return. We want to move beyond headlines, and the incessant focus on buying this fund, or selling that stock or ...
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| 1 Min Read

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 ...
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| 2 Min Read

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.
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| 5 Min Read

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 ...
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