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Category Archives: InvestmentNews

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Five things to consider when thinking about partnering with a smaller broker-dealer

Article, Public, Independent Broker-Dealer, InvestmentNewsBy pocketmasterSeptember 15, 2015

From investmentnews.com: Finding the right partnership is vital for business development and continuity. Here, SFA President and CEO, Clive Slovin, discusses the five things to consider when partnering with a small broker-dealer. Read more…  

Copyright © 2019 SFA Partners is a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and registered investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.
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