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

StratiFi Launches Occam for Investor Education | StratiFi

San Francisco, August 15th – StratiFi Technologies, which is democratizing risk management to help everyone make better financial decisions, announced the launch of Occam, a ...
Read More
| 2 Min Read

Steve Sears on Tech Sector Trading | StratiFi

San Francisco, August 7 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network to ...
Read More
| 2 Min Read

Avoid The Overconfidence Trap: Conduct Your Own Stress Test

When Willie Sutton, a famous bank robber, was asked why he robbed banks, he answered because that’s where the money is. And so it is with the stock market. Most people invest ...
Read More
| 3 Min Read

How to Make $1 million on Wall Street

Everyone wants to make money in the stock market so we’re going to let you in on a secret. The way to make $1 million on Wall Street is to start with $2 million. If you’ve been ...
Read More
| 4 Min Read

Build Trust and Be Indispensable To Your Clients

Do your clients trust you? Do they think you are indispensable or an easily replaced commodity? We’re asking those questions in a spirit of helpfulness.
Read More
| 3 Min Read

Finding Serenity In a Noisy Market

We live in an era when investors have more information readily available than the world’s most accomplished investors ever imagined just 50, or even 100 years ago. Still, many ...
Read More
| 3 Min Read

Is Amazon.com Eating Your Client’s Business?

At a recent Barron’s conferences for the nation’s top advisors, we were surprised by a recurring topic: Amazon.com. Everywhere we turned, someone was discussing how Amazon.com was ...
Read More
| 2 Min Read

The Sweetest Risk Factors Leave The Bitterest Aftertastes

Of all the risk factors that confront investors, concentrated-stock risk is perhaps the sweetest.
Read More
| 3 Min Read

How to Expect the Unexpected? Educate Yourself.

One of the market’s wise men – someone who is known and respected by everyone but shuns the limelight – believes the financial markets represent pure chaos. He contends that ...
Read More
| 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.
Read More
| 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 ...
Read More
| 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 ...
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