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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

A Client’s Personality Determines Their Risk Rating

By understanding your client’s behavior and investment personality and using it to guide them towards portfolios that reflect acceptable risk levels, advisors can achieve one of ...
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| 2 Min Read

Portfolio Risk: Fight or Flight?

It is important to confront a key fact that is too little discussed. Investors have not amassed enough experience in the financial markets to be able to measure what is said to ...
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| 4 Min Read

The StratiFi Edge: July Newsletter

We made several product enhancements and feature updates in Q2… Integration portal allows self-serviced client onboarding Portfolio compare & analyze makes it easy to edit, ...
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| 2 Min Read

Valuable Portfolios Are Rarely Analyzed for Risk

The most successful investors approach the market in different ways, but they have this in common: they never lose a lot of money. That simple fact is not part of the narrative ...
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| 2 Min Read

The Long Term Investing Fallacy

To be sure, some will dismiss the idea of defining and proactively measuring investment risk. They will praise the merits of long-term investing. They will insist that the ...
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| 1 Min Read

Lead Generation Widget for Advisors | StratiFi

Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you give prospects something valuable, like the opportunity to assess their ...
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| 3 Min Read

June 2021 Product Release Updates

1. Enhanced Account Settings for Proposal and IPS Users’ problems we aim to solve:
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| 3 Min Read

Myth #5- Retirees Are Conservative Investors

At a Barron’s conference of the nation’s top financial advisors, a speaker noted that about 90% of all retirement accounts are in distribution mode. This reflects the fact that ...
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| 4 Min Read

May 2021 Product Release Updates

1. Model Portfolio Compare, Edit, and Analyze (in beta) Problems we aim to solve:
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| 5 Min Read

Managing Crypto-Inclined Clients

Whatever your view on cryptocurrency, many of your present and future clients likely own, or want to own, digital currency. So, how do you manage a client with cryptocurrency ...
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