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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Michael Drumm Joins StratiFi Technologies Inc. As Director of Sales

Steven M. Sears To Speak At The CBOE Risk Management Conference

San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer, will be speaking at the Chicago Board Options Exchange’s Risk Management ...

StratiFi Participates At Charles Schwab Event for Financial Planners and Compliance Officers

San Francisco, February 14, 2019 – StratiFi Technologies Inc. announced today that it is a premier sponsor of a Charles Schwab conference, Regulatory Hot Topics: Preparing for ...

Stocks, Bonds and Other Diversification Pairings at Risk: Steven Sears

In an essay for AdvisorHub, StratiFi’s Chief Investment Officer Steven M. Sears has alerted investors to the risk that rising inflation has on traditional portfolio allocations.

StratiFi Technologies will be participating in “The Asset / WealthTech Advisory”

San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset / WealthTech Advisory Collaboration on January 29 organized by Plug & Play and ...

Steven M. Sears: “The Behavior in the Market is not Normal”

Steven M. Sears, StratiFi Technologies’ chief investment officer, was recently interviewed by TD Ameritrade for his views on the stock and options market, and economy. He raised ...

StratiFi and Omni Global Partner To Empower Advisors With Risk Management Technology

San Francisco, October 2, 2018 – StratiFi Technologies Inc. announced today a partnership with Omni Global Group Ltd.

StratiFi Wins Award For Best Risk Tolerance / Client Profiling Technology

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.

StratiFi Announces Occam To Advance Investor Education, Risk-Adjusted Investing

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

StratiFi’s Steve Sears Analyzes Tech Sector For TD Ameritrade

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 ...

StratiFi’s Steve Sears Deconstructs The Stock and Bond Market For TD Ameritrade

San Francisco, June 22, 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network.

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