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How to Talk About Risk Management to Clients in a Way They Can Understand

How to Talk About Risk Management to Clients in a Way They Can Understand

Of all the difficult conversations financial advisors must have with their clients, risk is one of the most challenging. That’s because when advisors think of “risk,” it doesn’t always match their client’s understanding of risk. Yet, advisors and clients need…

UX Wealth Partners Selects StratiFi As Preferred Risk Management Platform

UX Wealth Partners Selects StratiFi As Preferred Risk Management Platform

June 15, 2021 10:00 AM Eastern Daylight Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, has been selected by UX Wealth Partners as the preferred risk profiling and proposal software for its RIA partners. UX…