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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

Multiple Dimensions of Risk

StratiFi’s PRISM technology is designed to function as an in-house portfolio risk manager. Today, PRISM analyzes portfolios for exposures to four key dimensions that are widely ...
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| 2 Min Read

Risk or Return?

Most people understand that risk is what drives return, but the concept of understanding risk before chasing return barely exists outside of the rarified world of institutional ...
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| 3 Min Read

The Diversification Fallacy

Even after educating clients on “diversification” and managing client emotions and behaviors, advisors often find themselves in an uncomfortable position when portfolios have ...
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| 4 Min Read

Risk Conversations With Clients | StratiFi

Of all the difficult conversations financial advisors must have with their clients, risk is one of the most challenging. That’s because when advisors think of “risk,” it doesn’t ...
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| 3 Min Read

July 2021 Product Release Updates

1. Risk tolerance update filter Users’ problem we aim to solve:
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| 2 Min Read

A Client’s Personality Determines Their Risk Rating

By understanding your client’s behavior and investment personality and using it to guide them towards portfolios that reflect acceptable risk levels, advisors can achieve one of ...
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| 2 Min Read

Portfolio Risk: Fight or Flight?

It is important to confront a key fact that is too little discussed. Investors have not amassed enough experience in the financial markets to be able to measure what is said to ...
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| 4 Min Read

The StratiFi Edge: July Newsletter

We made several product enhancements and feature updates in Q2… Integration portal allows self-serviced client onboarding Portfolio compare & analyze makes it easy to edit, ...
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| 2 Min Read

Valuable Portfolios Are Rarely Analyzed for Risk

The most successful investors approach the market in different ways, but they have this in common: they never lose a lot of money. That simple fact is not part of the narrative ...
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| 2 Min Read

The Long Term Investing Fallacy

To be sure, some will dismiss the idea of defining and proactively measuring investment risk. They will praise the merits of long-term investing. They will insist that the ...
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