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1 Min Read
Steven M. Sears at CBOE Risk Conference | StratiFi
San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer, will be speaking at the Chicago Board Options Exchange’s Risk Management ...
News
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1 Min Read
StratiFi at Schwab Regulatory Conference | StratiFi
San Francisco, February 14, 2019 – StratiFi Technologies Inc. announced today that it is a premier sponsor of a Charles Schwab conference, Regulatory Hot Topics: Preparing for ...
News
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1 Min Read
Inflation Risk & Diversification: Steven Sears | StratiFi
In an essay for AdvisorHub, StratiFi’s Chief Investment Officer Steven M. Sears has alerted investors to the risk that rising inflation has on traditional portfolio allocations.
News
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2 Min Read
StratiFi at Asset/WealthTech Advisory | StratiFi
San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset / WealthTech Advisory Collaboration on January 29 organized by Plug & Play and ...
Steven M. Sears: “The Behavior in the Market is not Normal”
Steven M. Sears, StratiFi Technologies’ chief investment officer, was recently interviewed by TD Ameritrade for his views on the stock and options market, and economy. He raised ...
The Trusted Investment Advisor
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5 Min Read
Advisors Lead Risk Management | StratiFi
The sudden return of market volatility this year should be a reminder of the critical role financial advisors play in helping clients to protect their assets. However, as advisors ...
bull market
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4 Min Read
Why Risk Considerations in a Relentless Bull Market
Bull markets do not die from old age, but they often succumb to events or changed perceptions. Right now, a litany of issues exist that could roil the market’s historic nine-year ...
News
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2 Min Read
StratiFi + Omni Global Partnership | StratiFi
San Francisco, October 2, 2018 – StratiFi Technologies Inc. announced today a partnership with Omni Global Group Ltd.
The Trusted Investment Advisor
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6 Min Read
HNW Client Trap: Build Profitable Niches | StratiFi
The top 1% of Americans now control over one-third of the nation’s total investable assets. These high-net-worth (HNW) investors are the proverbial golden geese sought by many ...
The Trusted Investment Advisor
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4 Min Read
The Unfaithful Client
Your client is worth $25 million, yet you only manage a small portion of that total. Sound familiar? The issue of clients with accounts spread across multiple advisory firms often ...
