THE STRATEGIC FINANCIAL ALLIANCE CELEBRATES CONTINUED SUCCESS OF INDEPENDENT ADVISORS AT THIRTEENTH NATIONAL CONFERENCE  

  ANNUAL EVENT PROVIDED LEARNING, TRAINING AND TEAM-BUILDING OPPORTUNITIES TO AFFILIATED ADVISORS FROM ACROSS THE COUNTRY AND PRODUCT SPONSOR PARTNERS   ATLANTA, GA – June 1, 2017 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Adviser, today announced the successful conclusion of its annual conference for affiliated advisors,…

THE STRATEGIC FINANCIAL ALLIANCE ELECTS NEW CHAIR, VICE CHAIR, AND MEMBERS TO ITS STRATEGIC ADVISORY COUNCIL

— Advisor Assaf Pinchas Elected as Strategic Advisory Council Chair; Brian Bennett Chosen as Vice Chair — ATLANTA, GA – December 22, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, today announced that Assaf Pinchas of Allegiance Financial Group, LLC, of Vienna, VA, has been elected…

THE STRATEGIC FINANCIAL ALLIANCE ELECTS NEW CHAIR, VICE CHAIR, AND MEMBERS TO ITS STRATEGIC ADVISORY COUNCIL

— Advisor Assaf Pinchas Elected as Strategic Advisory Council Chair; Brian Bennett Chosen as Vice Chair — ATLANTA, GA – December 22, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, today announced that Assaf Pinchas of Allegiance Financial Group, LLC, of Vienna, VA, has been elected…

THE STRATEGIC FINANCIAL ALLIANCE CONVENES SECOND ANNUAL DIAMOND CONFERENCE FOR TOP-LEVEL ADVISORS IN COSTA RICA

— Gathering Brings Together Outstanding Advisors to Network and Share Professional Insights at Exotic Leisure Location —   ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (SFA or “the firm”), an independent, privately owned provider of brokerage and custodial services and solutions to independent financial advisors nationwide, announced today that it successfully…

THE STRATEGIC FINANCIAL ALLIANCE HOLDS REGIONAL TRAINING SEMINARS TO PREPARE ADVISORS FOR IMPLEMENTATION OF DOL FIDUCIARY RULE

Three intensive regional sessions to offer information, tools, and strategies while providing forum for questions and sharing best practices ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (“SFA”), a leading, privately owned independent broker-dealer and Registered Investment Adviser (RIA), today announced that it has begun to convene three intensive, two-day regional seminars…

Four Qualities OSJs Should Look for in Broker-Dealer Relationships

By Clive Slovin Lately, there’s been increased focus on the rise of offices of supervisory jurisdiction or OSJs – organizations that were originally created to provide independent advisors added scale by helping to manage the growing number of compliance obligations our industry has faced in recent years. Over the years, however, the role of the…

The Strategic Financial Alliance Gains Two Firms

Two independent financial advisory firms have joined the broker-dealer and registered investment advisor platform of The Strategic Financial Alliance, a privately owned independent broker-dealer and RIA in Atlanta, SFA announced Thursday. Carnegie Wealth Management of Exton, Pa., and Carlyle Wealth Management of Atlanta bring $350 million in client brokerage and fee-based advisory assets to SFA.…

THE STRATEGIC FINANCIAL ALLIANCE ANNOUNCES COMMENCEMENT OF 2nd ANNUAL ADMINISTRATIVE EDUCATION CONFERENCE

— Event Forms Key Part of SFA’s Year-Round Program Focused on Training and Best Practices for Advisors’ Administrative Professionals —   ATLANTA, GA – July 12, 2016 – The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and Registered Investment Adviser, today announced the commencement of its second annual Administrative Education Conference, happening July…

The Strategic Finanacial Alliance Announces its 2016 Annual Conference for Affiliated Financial Advisors

– Event in Paradise Valley, Arizona Featured Extensive Thought Leadership and Networking Opportunities to Help Advisors Thrive in Changing Industry Environment —   ATLANTA, GA – May 17, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, announced its annual conference for affiliated financial advisors, held this…