A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.
Explore the importance of pre-trade compliance in managing risks for wealth management firms and...
A well-diversified investment portfolio is a key component of any financial plan and as an...
We’ve been hard at work releasing new software features and talking with advisors to discover new...
Over the past several months, we’ve made many product enhancements including two-factor...
In order to increase or prevent a decrease in value, your wealth—as measured by both goods and...
The financial technology market is huge. This is the era where people are seeking the help of...
Given recent periods of exceptional market volatility and predicted reduced investment returns over...
As we come into the home stretch for 2022, I hope you’re on track to reach your goals.
By Brad Zigler | Oct 10, 2022 | ...
The requirement for a comprehensive operation and Redtail customer relationship management tool is...
In 2014, Wealthbox, a CRM system for all financial advisors was introduced. Wealthbox is renowned...
When developing an investment strategy, authentic information sources and real-time data are...
Users of the award-winning Smartria compliance management platform will gain access to real-time...
Retirement planning is all about managing risk, right?
You can’t control investors who greed in and out of the markets at the wrong times, right?
Using advanced methods similar to the leading institutional investors like PIMCO, Stratifi...
A risk approach is widely used among institutional investors, but many individual investors and...
In February of 2020, markets experienced an event that nobody had predicted.
A risk score is supposed to be an objective, quantitative measurement of an investor’s true risk...
News provided by Bridge Financial Technology | Jun 14, 2022, 10:00 ET | Read on PR Newswire
We couldn’t agree more with Mr. Buffett because volatility is not the definition of risk, is it?
How Tech Benefits Advisors and Clients
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Article written by Bob Veres in Inside Information, February 2022 (Volume 32, Number 2).
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Over the past two decades, the responsibilities of financial professionals have shifted from...
So far in 2022, we’ve made several exciting updates including support for multiple templates for...
Included in this issue:
In December, we’ve made several exciting updates including adding the Portfolio Risk Score...
As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!
This...
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A concentrated stock...
If you are a financial advisor, you need to be aware of reverse churning. This little-understood...
A diversification risk rating gives an idea of the true diversification of a portfolio. This...
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A tail event risk rating gives an idea of how vulnerable a portfolio would be in the rare event...
A volatility risk rating gives an idea of how vulnerable a portfolio is to systematic risk i.e....
StratiFi’s PRISM technology is designed to function as an in-house portfolio risk manager....
Most people understand that risk is what drives return, but the concept of understanding risk...
Even after educating clients on “diversification” and managing client emotions and behaviors,...
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Of all the difficult conversations financial advisors must have with their clients, risk is one...
Users’ problem we aim to solve:
By understanding your client’s behavior and investment personality and using it to guide them...
SAN FRANCISCO–(BUSINESS WIRE)–Envestnet | MoneyGuide and StratiFi, developer of award-winning...
It is important to confront a key fact that is too little discussed. Investors have not amassed...
The most successful investors approach the market in different ways, but they have this in...
To be sure, some will dismiss the idea of defining and proactively measuring investment risk....
Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you...
Users’ problems we aim to solve:
At a Barron’s conference of the nation’s top financial advisors, a speaker noted that about 90%...
June 15, 2021 10:00 AM Eastern Daylight Time
Problems we aim to solve:
Whatever your view on cryptocurrency, many of your present and future clients likely own, or want...
Of the world’s many mysteries, Wall Street’s success at convincing Main Street to believe in the...
KINGSTON, N.J., May 19, 2021 /PRNewswire/ — CircleBlack has joined forces with StratiFi,...
The investment year is divided into 252 days. On most days, investors know what will happen, but...
The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via ...
I’ve been advising StratiFi on its risk assessment and risk management software offering in...
SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for...
Our series on the five myths that put portfolios at risk examines the reality that many...
Looking into merging client accounts?
On March 25th, 2021, StratiFi and Wealthbox hosted a webinar with presenters Chris Kopanski,...
Collaboration is one of the most important characteristics of any successful team, and...
I recently sat down with Justin Lowry of Global Beta Advisorsfor a webinar to discuss the...
This series intends to...
SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology...
Risk has always been present for investors. It used to be that a diversified stock and bond...
February 18, 2021 10:02 AM Eastern Standard Time
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When visiting a new country, the best way to find your way around is to map out the directions....
Trying to manage numerous clients, each with diverse portfolios and unique investment goals, can be...
It’s no secret that the Robinhood mobile app makes it easy for beginners to start investing....
Do volatile markets scare your clients? Check out these new features from StratiFi.
When it comes to your client’s investment or retirement portfolios, there’s always some level of...
As families all over the nation focus on the health of loved ones, financial advisors play a...
For the foreseeable future, face to face client interactions will not be an option, especially...
There are so many existing platforms that are being used right now to bring previously in-person...
Stay at home. No groups of more than two outside. Social events canceled. These are words...
Over the last number of years, you likely had to tell your clients the importance of being...
These are stressful times. When the markets are strong, advisors can keep...
If you thought the last few weeks in the markets were bad, you did not go to bed very happy...
When clients hire financial advisors, there’s an expectation that their advisor will work with...
As regulatory activity in the wealth management industry hits a fever pitch, financial advisors...
You are your brand. Your brand is you. You may never think that this is a top business priority...
The future is now. Financial advisors who can see it, and grab it, have an advantage over their...
For many financial advisors, email marketing is an effective way to communicate with their...
Most financial advisors begin their careers as generalists, offering a full range of investment...
San Francisco, April 6, 2020 – Akhil Lodha, StratiFi Technologies’ Chief Executive Officer,...
In the past 100 days, the stock market has advanced about 22%. This return is so extraordinary...
Most financial advisors understand the value of an ideal client profile in helping them identify...
The greatest intergenerational transfer of wealth in history is underway. As a financial advisor,...
For much of the past decade, advisors have benefitted from market-driven growth. As the markets...
When Howard Marks speaks, it pays to listen. The chairman of Oaktree Capital recently sat for a...
In February 2019, the Standard & Poor’s 500 index hit a new high, less than two months after one...
Many people struggle with choosing a retirement income strategy that assures they will not outlive...
For much of the past decade, investment profits have flowed to anyone who simply bought stocks and...
One of the key lessons of the 2018 investment year is that extreme volatility can wreak havoc on...
Steven M. Sears, StratiFi’s chief investment officer, recently focused on some of the key...
The recent stock market decline is a stark reminder to investors that there is risk in index...
In 2018, volatility in the stock market returned with a vengeance, catching most investors and...
One thing we can say for certain is that, after a 10-year bull run with minimal volatility, the...
You have an online presence, either intentionally or unintentionally, or both. Go ahead and ...
San Francisco, September 13, 2019 – StratiFi Technologies Inc., which is democratizing risk...
Leading RIA firms understand that the key to profitable growth is to optimize their ability to...
More than any other type of professional advisor – be it a doctor, a lawyer, an accountant or a...
It may be the closest thing to a blind side that financial advisors will ever experience. The...
Anyone with an ambition of getting to the next level and beyond is bound to reach a critical...
Howard Marks, one of the world’s great money managers, has a simple message for financial...
The wild gyrations that have characterized the market this year should be a stark reminder to...
The wild stock market gyrations this year have shocked investors who had been lulled into...
“The investor’s chief problem – even his worst enemy – is likely to be himself.” – Benjamin Graham
It has been nearly a decade since the global financial crisis and, while investors are beginning...
San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer,...
San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer,...
San Francisco, February 14, 2019 – StratiFi Technologies Inc. announced today that it is a...
In an essay for AdvisorHub, StratiFi’s Chief Investment Officer Steven M. Sears has alerted...
San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset /...
Steven M. Sears, StratiFi Technologies’ chief investment officer, was recently interviewed by TD...
The sudden return of market volatility this year should be a reminder of the critical role...
Bull markets do not die from old age, but they often succumb to events or changed perceptions....
San Francisco, October 2, 2018 – StratiFi Technologies Inc. announced today a partnership with Omni...
The top 1% of Americans now control over one-third of the nation’s total investable assets. These ...
Your client is worth $25 million, yet you only manage a small portion of that total. Sound...
Interest rates are rising. If your clients are asking how you’re moving to protect their capital,...
San Francisco, August 20, 2018 – StratiFi Technologies Inc. announced that Akhil Lodha will speak...
If you follow financial industry trades or perhaps just skim the headlines, you know the term...
San Francisco, August 15th – StratiFi Technologies, which is democratizing risk management to help...
San Francisco, August 7 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s...
When Willie Sutton, a famous bank robber, was asked why he robbed banks, he answered because...
Everyone wants to make money in the stock market so we’re going to let you in on a secret. The way...
Do your clients trust you? Do they think you are indispensable or an easily replaced commodity?...
We live in an era when investors have more information readily available than the world’s most...
At a recent Barron’s conferences for the nation’s top advisors, we were surprised by a recurring...
Of all the risk factors that confront investors, concentrated-stock risk is perhaps the sweetest.
One of the market’s wise men – someone who is known and respected by everyone but shuns the...
At this very moment, some advisor, somewhere in the securities industry, is confronting a...
Volatility is one of the most widely used, yet misunderstood, words in the investment world. It...
Winston Churchill once quipped that America and England are two countries separated by a common...
San Francisco, June 22, 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s...
We want to start an ongoing conversation with you about risk and return. We want to move beyond...
