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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

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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| 1 Min Read

Lead Generation Widget for Advisors | StratiFi

Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you give prospects something valuable, like the opportunity to assess their ...
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| 3 Min Read

June 2021 Product Release Updates

1. Enhanced Account Settings for Proposal and IPS Users’ problems we aim to solve:
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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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| 4 Min Read

May 2021 Product Release Updates

1. Model Portfolio Compare, Edit, and Analyze (in beta) Problems we aim to solve:
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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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