#MeetTheTeam: Sarah Wark is part of the supervision team that specializes in the review and approval of all new business that flows through the SCF home office. As a member of our trading & operations team, she also works closely with our financial advisors, as well as numerous vendors and custodians, on a daily basis. #teamwork #trading #operations #service
We’re looking forward to tomorrow’s video conference for SCF advisors with Daniel J. Braz, CFA and Chris Murphy, CIMA® from State Street Global Advisors as they offer our advisors insight and actionable ideas for combining active and passive management.#wealthmanagement #financialadvisors #collaboration
We’re pleased to announce a live video session for SCF advisors, presented by Daniel J. Braz, CFA, and Chris Murphy, CIMA®, from State Street Global Advisors and SPDR ETFs.
This live video session, while not product-related, will focus on providing financial advisors with actionable insight for managing client assets and their portfolios.
The video session will take place Wednesday, July 24, 2019, at 9:30 a.m. PDT.
This article was originally published on Yahoo! Finance on July 16, 2019.
Springfield, MA, July 16, 2019 (GLOBE NEWSWIRE) — FA Match, the digital recruitment platform that connects RIA firms, banks, wirehouses and independent broker-dealers with advisors seeking meaningful career transitions, today announced the launch of the FA Match Success Network, an advisor referral program for wealth management firms of all sizes and fee structures.
The FA Match Success Network enables firms to refer financial advisors whom they’ve directly sourced as potential hires but do not wish to move forward with – or, advisors who have decided the opportunity is not what they’re looking for. Firms collect a “success fee” when the advisor they’ve referred to FA Match secures a position at another company via the platform.
The Fourth of July is all about celebrating our independence. It is a day on which we reflect on the courage, convictions, and foresight of the men who took great risks to declare freedom for our great country 238 years ago. We also remember those who willingly made — and continue to make — sacrifices to protect and maintain our nation’s independence.
Before we pull out the grill and launch a box full of fireworks, we would also like to take a moment to celebrate our relationship with you. We do not take for granted the choice you’ve made to work as an independent advisor with our firm. We appreciate you and your clients and we look forward to helping you achieve even greater success in the days to come.
Happy Independence Day to you and your family from the SCF home office!
#MeetTheTeam: As a member of our Finance & Accounting team in the SCF home office, Brent Lund focuses on the reconciliation and calculation of our financial advisors’ commission payments. #teamwork #commissions #accounting #service
