Article written by Bob Veres in Inside Information, February 2022 (Volume 32, Number 2).
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Over the past two decades, the responsibilities of financial professionals have shifted from...
So far in 2022, we’ve made several exciting updates including support for multiple templates for...
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In December, we’ve made several exciting updates including adding the Portfolio Risk Score...
As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!
This...
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A concentrated stock...
If you are a financial advisor, you need to be aware of reverse churning. This little-understood...
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