BridgeFT & StratiFi Announce Partnership and Integration to Provide Advisors with a Holistic View into Client Wealth and Total Risk
News provided by Bridge Financial Technology | Jun 14, 2022, 10:00 ET | Read on PR Newswire
Financial Advisor Essentials
A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.
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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?
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The StratiFi Edge: March Edition
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‘Risk Assessment on Steroids’ by Bob Veres
Article written by Bob Veres in Inside Information, February 2022 (Volume 32, Number 2).
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The StratiFi Edge: February Edition
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Reg BI Enforcement Is Here! Are You Compliant?
Over the past two decades, the responsibilities of financial professionals have shifted from...
Product Updates
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January 2022 Product Release Updates
So far in 2022, we’ve made several exciting updates including support for multiple templates for...
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The StratiFi Edge: January Edition
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Product Updates
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December 2021 Product Release Updates
In December, we’ve made several exciting updates including adding the Portfolio Risk Score...