Steven M. Sears To Speak At The CBOE Risk Management Conference
San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer, will be speaking at the Chicago Board Options Exchange’s Risk Management Conference.
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StratiFi Participates At Charles Schwab Event for Financial Planners and Compliance Officers
San Francisco, February 14, 2019 – StratiFi Technologies Inc. announced today that it is a...
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 ...