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Actionable Ideas for Combining Active & Passive Management

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.


SCF Partners with FA Match

SCF Partners with FA Match

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.


American Flag for Memorial Day

Memorial Day Message from the CEO

It’s easy to forget what Memorial Day actually means while we’re spending time by the pool or BBQ this weekend with family and friends. But the true reason for the holiday signifies much more than a three-day weekend.

Memorial Day gives us a chance to pay homage to the brave men and women who gave their lives defending our great Nation, strengthening America, and helping spread freedom across the globe.


Brian Nick

Global Lookout with Chief Investment Strategist Brian Nick

We’re pleased to announce a live video conference for SCF advisors with Brian Nick, Chief Investment Strategist of Nuveen, on May 16, 2019, at 9:30 a.m. PDT.

Brian is a markets expert with a decade of experience analyzing economic, equity and fixed income data and developing investment strategies to optimize client portfolios. Brian makes regular appearances on Yahoo! Finance, Reuters, CNBC, and other well-known media outlets.


Financial Advisor Roundtable

Financial Advisors to Engage in Virtual Roundtable

SCF Securities announced today its first Advisor Roundtable, scheduled for May 16, 2019. The advisor-led discussion will include six of the firm’s financial advisors from locations throughout the country using the firm’s video conference platform, which the broker-dealer/RIA launched in January.


2020 Broker-Dealer/RIA Conference Announced

2020 Broker-Dealer Conference Announced

SCF Securities announced this week its location for the 2020 National Sales Conference. The annual event for financial advisors will take place February 23-26, 2020, at the Hilton Santa Barbara Beachfront Resort.


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