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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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| 2 Min Read

Why ‘Diversified Portfolios Lessen Volatility’ is a Myth

A risk approach is widely used among institutional investors, but many individual investors and advisors do not broadly understand the concepts and disciplines.
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| 1 Min Read

Why Some Risk Scores Can Be Risky For a Portfolio…

A risk score is supposed to be an objective, quantitative measurement of an investor’s true risk tolerance and is often used to appropriately align the risk in a portfolio.
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| | | 4 Min Read

BridgeFT & StratiFi Announce Partnership and Integration to Provide Advisors with a Holistic View into Client Wealth and Total Risk

News provided by Bridge Financial Technology | Jun 14, 2022, 10:00 ET | Read on PR Newswire
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| 3 Min Read

Why It’s Good To Be Contrarian Like Warren Buffet

We couldn’t agree more with Mr. Buffett because volatility is not the definition of risk, is it?
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| 3 Min Read

Reg BI Enforcement Is Here! Are You Compliant?

Over the past two decades, the responsibilities of financial professionals have shifted from opening accounts and executing trades to providing advice through financial planning. ...
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| 4 Min Read

January 2022 Product Release Updates

So far in 2022, we’ve made several exciting updates including support for multiple templates for Proposals & IPS, the option to display securities when listing assets in ...
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