Why It’s Good To Be Contrarian Like Warren Buffet
We couldn’t agree more with Mr. Buffett because volatility is not the definition of risk, is it?
Financial Advisor Essentials
A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.
The Best Advisor Reporting Solutions
How Tech Benefits Advisors and Clients
The StratiFi Edge: March Edition
Included in this issue:
‘Risk Assessment on Steroids’ by Bob Veres
Article written by Bob Veres in Inside Information, February 2022 (Volume 32, Number 2).
The StratiFi Edge: February Edition
Included in this issue:
Reg BI Enforcement Is Here! Are You Compliant?
Over the past two decades, the responsibilities of financial professionals have shifted from...
January 2022 Product Release Updates
So far in 2022, we’ve made several exciting updates including support for multiple templates for...
The StratiFi Edge: January Edition
Included in this issue:
December 2021 Product Release Updates
In December, we’ve made several exciting updates including adding the Portfolio Risk Score...
The StratiFi Edge: December Edition
As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!