Financial Advisor Essentials

A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.

View all blogs

Choose category

Market Volatility Creates Communications Challenges

The wild gyrations that have characterized the market this year should be a stark reminder to...

Is Multi-Asset Class Investing the Answer for Concerned Passive Investors?

The wild stock market gyrations this year have shocked investors who had been lulled into...

Getting More from a Client Relationship with Client-Centric Investing

It has been nearly a decade since the global financial crisis and, while investors are beginning...

Know Your Risk with Steve Sears of Stratifi

San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer,...

Michael Drumm Joins StratiFi Technologies Inc. As Director of Sales

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

San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer,...

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...

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...

StratiFi Technologies will be participating in “The Asset / WealthTech Advisory”

San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset /...

Steven M. Sears: “The Behavior in the Market is not Normal”

Steven M. Sears, StratiFi Technologies’ chief investment officer, was recently interviewed by TD...

Wealth Exposed – Why Advisors Need to Take the Lead in Risk Management

The sudden return of market volatility this year should be a reminder of the critical role...

Subscribe and stay up-to date with the latest from StratiFi

Frame 1321319448

Choose The Future. Choose Independence. Choose StratiFi.