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Robertson Stephens Partners StratiFi | StratiFi
February 18, 2021 10:02 AM Eastern Standard Time
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The Trusted Investment Advisor
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7 Min Read
Finding Help to Complete SEC Form CRS
Security Exchange Committee SEC. Independent agency of the United States federal government. SEC Regulation Best Interest (Reg BI) became effective on June 30, 2020, a little more ...
The Trusted Investment Advisor
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11 Min Read
What is an Investment Policy Statement?
When visiting a new country, the best way to find your way around is to map out the directions. You will also want to make an activity plan for all you’ll do once you get there. ...
Product Updates
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1 Min Read
Managing Your Clients With Ease
Trying to manage numerous clients, each with diverse portfolios and unique investment goals, can be a cumbersome task. It’s difficult to oversee so many moving parts. Fortunately, ...
Don’t Let Your Clients Be Fooled by Randomness
It’s no secret that the Robinhood mobile app makes it easy for beginners to start investing. However, it’s unlikely that everyone understands the potential risks of using ...
Product Updates
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1 Min Read
Tools to Navigate Volatile Markets
Do volatile markets scare your clients? Check out these new features from StratiFi.
The Trusted Investment Advisor
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6 Min Read
Financial Advisors Need to Be Risk Managers
When it comes to your client’s investment or retirement portfolios, there’s always some level of risk. Because of this, measures such as diversification, asset allocation, and ...
The Trusted Investment Advisor
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5 Min Read
How to Explain the Benefits of Having a Financial Advisor
The Trusted Investment Advisor
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4 Min Read
Crisis Financial Planning for Advisors | StratiFi
As families all over the nation focus on the health of loved ones, financial advisors play a significant role in helping clients take financial control of their lives. Although ...
Virtual Advisor: Best Practices for Online Meetings
For the foreseeable future, face to face client interactions will not be an option, especially with the risk to immunocompromised and elderly clients. Unfortunately, online web ...
