blog posts
SEO stands for “search engine optimization”. The term refers to optimizing a company’s web presence to make it easier for individuals to search and find information about the company. This information could be the company’s website or social media channels. When a website is “optimized,” it shows up higher in search results. While the financial…
This year, the stock market has seen large upward and downward shifts. On Monday, August 5, 2019, the stock market reported the worst trading day of the year. This downward shift has some investors worried that another recession could be just around the corner. Other investors see this as a chance to invest in the…
The financial industry is evolving. Over the last several years, more and more advisors are focusing on growing their fee-based business. While overall business mix should continue to shift, continuing to utilize a broker-dealer via a hybrid model could provide more resources to offer sound guidance on all aspects of a client’s financial portfolio, goals,…
We are honored to present an article published in ThinkAdvisor by Jean Merriman. This article comments on her ideas to help ensure your due diligence is up to par. As investors look for more aggressive instruments, advisors need to be confident that they and their clients are protected. Independent financial advisors have warmed up to…
SFA Partners is honored to be ranked among the top 10 in two categories of Investment Advisor magazine’s 2019 Broker-Dealer Reference Guide: #6 for Average Annual Gross Production per Advisor, and #8 for Ratio of Advisors to Home Office Staff. We are truly grateful to all of our advisors and home office team members for…
THE STRATEGIC FINANCIAL ALLIANCE ANNOUNCES LAUNCH OF ADMINISTRATIVE EDUCATION PROGRAM — Ongoing, Year-Round Program Focused on Training and Best Practices for Advisors’ Administrative Professionals Kicks Off with Successful Conference in Atlanta — ATLANTA, GA – July 16, 2015 – The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and Registered Investment Adviser, today announced the…
From wealthmanagement.com: Finding the right fit is vital to not only survival in this industry, but also success. With the majority of independent broker-dealers existing on the smaller end of the spectrum, it is important to consider all aspects of a firm before committing yourself and your clients to any firm. Here, SFA President and…
Investment Advisor magazine has been the voice of the independents for over thirty years. Each year they produce a Broker-Dealer Reference Guide, which divides the top independent broker-dealers across the nation into categories based on annual revenue, number of representatives, and highest average production. The Strategic Financial Alliance is honored to be eleventh among the…