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StratiFi

A New Era for Cash Management

Interest rates are rising. If your clients are asking how you’re moving to protect their capital, you’re not alone. Global money market funds saw the largest inflows of any open-end fund class in the first quarter of 2018, according to the Investment Company Institute (ICI). ICI estimates investors’ cash holdings are at their highest levels since the Global Financial Crisis, sitting at $2.9 trillion.

StratiFi’s Akhil Lodha To Speak At MoneyShow

San Francisco, August 20, 2018 – StratiFi Technologies Inc. announced that Akhil Lodha will speak...

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...

How to Make $1 million on Wall Street

Everyone wants to make money in the stock market so we’re going to let you in on a secret. The way...

Build Trust and Be Indispensable To Your Clients

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

Finding Serenity In a Noisy Market

We live in an era when investors have more information readily available than the world’s most...

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...