StratiFi

Stocks, Bonds and Other Diversification Pairings at Risk: Steven Sears

In an essay for AdvisorHub, StratiFi’s Chief Investment Officer Steven M. Sears has alerted...

StratiFi Technologies will be participating in “The Asset / WealthTech Advisory”

San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset /...

Steven M. Sears: “The Behavior in the Market is not Normal”

Steven M. Sears, StratiFi Technologies’ chief investment officer, was recently interviewed by TD...

Wealth Exposed – Why Advisors Need to Take the Lead in Risk Management

The sudden return of market volatility this year should be a reminder of the critical role...

Why Risk Considerations in a Relentless Bull Market

Bull markets do not die from old age, but they often succumb to events or changed perceptions....

StratiFi and Omni Global Partner To Empower Advisors With Risk Management Technology

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

StratiFi Wins Award For Best Risk Tolerance / Client Profiling Technology

Escape the High-Net-Worth Client Trap To Build a Successful Business

The top 1% of Americans now control over one-third of the nation’s total investable assets. These ...

The Unfaithful Client

Your client is worth $25 million, yet you only manage a small portion of that total. Sound...