hamburger
Book a Demo
sign-1
Book a Demo
hamburger
sign-1
Book a Demo
hamburger

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.

View all blogs

Choose category

| 2 Min Read

Howard Marks: Advisors Need To Be Risk Managers

Howard Marks, one of the world’s great money managers, has a simple message for financial advisors: focus on defining and managing financial risk for your clients or risk ...
Read More
| 4 Min Read

Market Volatility Creates Communications Challenges

The wild gyrations that have characterized the market this year should be a stark reminder to financial advisors of the importance of having a defined communications plan in place ...
Read More
| 4 Min Read

Multi-Asset Investing for Passive Investors | StratiFi

The wild stock market gyrations this year have shocked investors who had been lulled into complacency during a largely uninterrupted rally over the previous decade. Suddenly, the ...
Read More
| 3 Min Read

Client-Centric Investing: Goals Over Benchmarks | StratiFi

It has been nearly a decade since the global financial crisis and, while investors are beginning to regain their confidence in the markets, many are still having difficulty ...
Read More
| 1 Min Read

Know Your Risk with Steve Sears of Stratifi

San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer, spoke at the MartinKronicle show, with Michael Martin.
Read More
| 1 Min Read

Michael Drumm Joins StratiFi as Director of Sales | StratiFi

Read More
| 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 ...
Read More
| 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 ...
Read More
| 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.
Read More
| 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 ...
Read More
| | 0 Min Read

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 ...
Read More
Prev 15 16 17 18 19 Next

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

Frame 1321319448

Choose The Future. Choose Independence. Choose StratiFi.

Book a demo