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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

Is Your Portfolio Truly Diversified? Probably Not.

At this very moment, some advisor, somewhere in the securities industry, is confronting a difficult reality with their clients.
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| 4 Min Read

How To Thrive In The Age of Volatility?

Volatility is one of the most widely used, yet misunderstood, words in the investment world. It means so many things to so many people that volatility is at risk of becoming ...
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| 3 Min Read

The Language of Money

Winston Churchill once quipped that America and England are two countries separated by a common language. We have often thought of this as our travels, and lives, keep us ...
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| 2 Min Read

Steve Sears on Stock & Bond Markets | StratiFi

San Francisco, June 22, 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network.
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| 4 Min Read

A Conversation on Risk & Return

We want to start an ongoing conversation with you about risk and return. We want to move beyond headlines, and the incessant focus on buying this fund, or selling that stock or ...
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| 1 Min Read

Steve Sears Keynote at WealthTech 2018 | StratiFi

San Francisco, June 19, 2018 – StratiFi Technologies Inc. today announced that Steven M. Sears, the company’s chief market strategist, will deliver the keynote speech at ...
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| 2 Min Read

StratiFi Technologies Named Finalist for Industry Awards by WealthManagement.com

San Francisco, June 12, 2018 – StratiFi Technologies Inc. today announced that it was named a finalist for the 2018 WealthManagement.com Industry Awards.
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| 5 Min Read

StratiFi Technologies Announces Series A Funding Round

San Francisco, May 04, 2018 – StratiFi Technologies Inc., whose technology solutions help advisors improve investment outcomes for clients, while increasing the stability of their ...
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