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.

View all blogs

Choose category

Michael Drumm Joins StratiFi as Director of Sales | StratiFi

Steven M. Sears at CBOE Risk Conference | StratiFi

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 at Schwab Regulatory Conference | StratiFi

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 ...

Inflation Risk & Diversification: Steven Sears | StratiFi

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 at Asset/WealthTech Advisory | StratiFi

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 + Omni Global Partnership | StratiFi

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

StratiFi Wins 2018 Award for Risk Profiling | StratiFi

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 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 ...

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 ...

Steve Sears on Stock & Bond Markets | StratiFi

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.

Subscribe and stay up-to date with the latest from StratiFi

Frame 1321319448

Choose The Future. Choose Independence. Choose StratiFi.