Akhil Lodha

The StratiFi Edge: March Edition

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‘Risk Assessment on Steroids’ by Bob Veres

Article written by Bob Veres in Inside Information, February 2022 (Volume 32, Number 2).

The StratiFi Edge: February Edition

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Reg BI Enforcement Is Here! Are You Compliant?

Over the past two decades, the responsibilities of financial professionals have shifted from...

The StratiFi Edge: January Edition

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The StratiFi Edge: December Edition

As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!

The StratiFi Edge: November Edition

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The StratiFi Edge: October Edition

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Concentrated Stock Positions: The Backroom Joke of Wall Street