Your client is worth $25 million, yet you only manage a small portion of that total. Sound familiar? The issue of clients with accounts spread across multiple advisory firms often arises during discussions of a firm’s billable assets. Yet, the headaches caused by these “unfaithful” clients extend well beyond fees. Clients with more than one advisor are more likely to question short-term performance (often prompted by their other advisors),...
Interest rates are rising. If your clients are asking how you’re moving to protect their capital,...
San Francisco, August 20, 2018 – StratiFi Technologies Inc. announced that Akhil Lodha will speak...
If you follow financial industry trades or perhaps just skim the headlines, you know the term...
San Francisco, August 15th – StratiFi Technologies, which is democratizing risk management to help...
San Francisco, August 7 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s...
When Willie Sutton, a famous bank robber, was asked why he robbed banks, he answered because...
Everyone wants to make money in the stock market so we’re going to let you in on a secret. The way...
Do your clients trust you? Do they think you are indispensable or an easily replaced commodity?...
We live in an era when investors have more information readily available than the world’s most...
