Model Portfolio Archives - StratiFi Technologies Inc

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Adding tickers to Stratifi

Sometimes when you are manually adding a ticker to a client’s account or to a model portfolio, you

Finding Help to Complete SEC Form CRS

SEC Regulation Best Interest (Reg BI) became effective on June 30, 2020, a little more than a year after the SEC formally adopted it. Reg BI established a “best interest” standard of conduct for broker-dealers when making recommendations to retail…

What is an Investment Policy Statement?

When visiting a new country, the best way to find your way around is to map out the directions. You will also want to make an activity plan for all you’ll do once you get there. Your financial future is…

Don’t Let Your Clients Be Fooled by Randomness

It’s no secret that the Robinhood mobile app makes it easy for beginners to start investing. However, it’s unlikely that everyone understands the potential risks of using Robinhood to purchase investments. During periods where we have volatile markets, traders with…