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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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| 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 ...
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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 ...
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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.
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| 2 Min Read

StratiFi Wins 2018 Award for Risk Profiling | StratiFi

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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 ...
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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 ...
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| 4 Min Read

A New Era for Cash Management

Interest rates are rising. If your clients are asking how you’re moving to protect their capital, you’re not alone. Global money market funds saw the largest inflows of any ...
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| 1 Min Read

StratiFi’s Akhil Lodha To Speak At MoneyShow

San Francisco, August 20, 2018 – StratiFi Technologies Inc. announced that Akhil Lodha will speak at The MoneyShow, a major investment conference.
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| 8 Min Read

Three Immediate Risks to Your Firm and How to Manage Them

If you follow financial industry trades or perhaps just skim the headlines, you know the term “risk” is omnipresent. It’s not surprising given the entire investment world is ...
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| 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 ...
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| 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 ...
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| 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 ...
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