In The News
SpiderRock Advisors Adds StratiFi’s Option Solutions Business
SpiderRock Advisors, LLC (SpiderRock), a rapidly growing asset management firm focused exclusively on providing customized option overlay strategies to advisors and institutions, today announced that it has entered into an agreement with StratiFi Technologies Inc. (StratiFi)to add StratiFi’s investment solutions business to the company.
Oranj Offers BlackRock, OppenheimerFunds On Its Free Fintech Platform
Last year, the Chicago-based financial technology company Oranj launched a free wealth management software platform designed to give advisors more time with their clients and lower the cost of implementing technology into a firm’s practice.
Balancing Act: How To Readjust Soaring Client Portfolios Without Triggering Taxable Events
The current bull market is a boon for investors, but advisors are understandably wary. Up almost 280 percent since hitting its March 2009 low, record high after record high too often signals a downturn to come.