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Financial Advisor Essentials

A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.

The Long and Short of Investing

For much of the past decade, investment profits have flowed to anyone who simply bought stocks and sat tight. But now the stock market is beginning to show signs of aging. Volatility is increasing, and many investors believe that a stock market decline may soon occur. And there is reason for concern.

Why Advisors Need to Offer Private Equity to Their HNW Clients

One of the key lessons of the 2018 investment year is that extreme volatility can wreak havoc on...

Someone’s Making a Big Bet on a Border Wall

Steven M. Sears, StratiFi’s chief investment officer, recently focused on some of the key...

The Danger of Index Funds

The recent stock market decline is a stark reminder to investors that there is risk in index...

Now is not the Time for Advisors to Cut Back on Their Marketing

In 2018, volatility in the stock market returned with a vengeance, catching most investors and...

Is it Time to Add a Tactical Strategy to Your Asset Allocation Plans?

One thing we can say for certain is that, after a 10-year bull run with minimal volatility, the...

What Does Your Online Presence Say About Your Advising Business?

You have an online presence, either intentionally or unintentionally, or both. Go ahead and ...

StratiFi Wins Award For Best Compliance Technology

San Francisco, September 13, 2019 – StratiFi Technologies Inc., which is democratizing risk...

To Grow, RIA Firms Must Achieve Scale without Sacrificing Specialization

Leading RIA firms understand that the key to profitable growth is to optimize their ability to...

The Dawn of Professional Collaboration