StratiFi – StratiFi – One Stop Shop Risk Analysis And Compliance Softw...

San Francisco, September 13, 2019 – StratiFi Technologies Inc., which is democratizing risk management to help financial advisors and their clients make better financial decisions, announced that it has won the WealthManagement.com 2019 Industry Award...

Warren Buffet has been accused of “investing like a girl,” a charge to which he has proudly professed his guilt. The world’s most successful investor is patient and exercises self-control, muted confidence, and discipline because he strictly adheres...

As regulatory activity in the wealth management industry hits a fever pitch, financial advisors and their firms are increasingly finding themselves at odds with compliance departments who are under increasing pressure to keep their firms out of trouble...

There are few things more life-changing than a liquidity event. It takes extensive preparation – financially and emotionally – to ensure the successful transition of wealth so that it can be preserved and used in the pursuit of new ambitions.
For entrepreneurs, concentrated stockholders and top executives, the decisions made over the 24 months preceding a liquidity event may be the most important decisions of their career. However, in the all-consuming push to get the company to the finish...