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Three Immediate Risks to Your Firm and How to Manage Them

If you follow financial industry trades or perhaps just skim the headlines, you know the term...

StratiFi Announces Occam To Advance Investor Education, Risk-Adjusted Investing

San Francisco, August 15th – StratiFi Technologies, which is democratizing risk management to help...

StratiFi’s Steve Sears Analyzes Tech Sector For TD Ameritrade

San Francisco, August 7 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s...

Avoid The Overconfidence Trap: Conduct Your Own Stress Test

When Willie Sutton, a famous bank robber, was asked why he robbed banks, he answered because...

Build Trust and Be Indispensable To Your Clients

Do your clients trust you? Do they think you are indispensable or an easily replaced commodity?...

Is Amazon.com Eating Your Client’s Business?

At a recent Barron’s conferences for the nation’s top advisors, we were surprised by a recurring...

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