The Strategic Financial Alliance
SFA Advisor, Lewis Walker, authored the cover story for the December, 2018, issue of Journal of Financial Planning entitled “Future Trends: Generational Realities and the Growth of Our Profession.” Click here to read the full article.
Which independent broker-dealers pay the most? InvestmentNews Research surveyed IBD firms to find out which had the highest average payout per rep. SFA is ranked number six out of the ten top IBD firms.
LOS ANGELES–(BUSINESS WIRE)–Docupace Technologies LLC, financial services’ premier digital compliance and cyber security company, announced today that it will pursue growth independently of investment from RCS Capital Corporation (NYSE: RCAP). Docupace has reached an agreement with RCAP to repurchase their majority share stake and continue its growth trajectory as a privately owned corporation. Read more…
— National Gathering of Advisors, Industry Experts and SFA Leadership Will Convene to Learn, Share Best Practices and Celebrate Eleven Years of Empowering Growth for Independent Advisors — 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…
A year ago, as The Strategic Financial Alliance celebrated its tenth anniversary, the firm was in as strong a position as it had ever been. Since that time, SFA has gone on to greater success and has undertaken several new initiatives. Today, SFA continues to enjoy an outstanding reputation for empowering the independent, doing whatever…
— National Gathering of Advisors, Industry Experts and SFA Leadership Team Celebrates Ten Years of Empowering Growth for Independent Advisors, Share Best Practices — The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and custodial services provider, announced today that Bridge 2014: The Journey Continues, its annual national conference featuring financial advisors and industry…