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
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.
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.
SCF Adds Beacon AnnuityNexus to Advisor Platform
SCF Securities is proud to introduce Beacon AnnuityNexus to its platform. This technology will aid SCF advisors by providing carrier-approved, institutional-quality product profiles unique in their accuracy, comprehensiveness and timeliness.
Broker-Dealer Launches First Video Conference with Financial Advisors
SCF hosted today its inaugural video conference, live from the newly-built video studio in the SCF home office, fulfilling a commitment made by President & CEO Randy Meadows in his state-of-the-company address to SCF financial advisors at the 2018 Annual Conference in Tucson, Arizona.
Keynote Speaker Selected for 2017 SCF Conference
Zinder to teach how to become advisor of choice
SCF Securities announced Tuesday its selection of Mark Zinder as keynote speaker of the 2017 SCF Conference, the firm’s annual broker-dealer/RIA conference.