4 Ways to Assure Due Diligence Is Up to Par

We are honored to present an article published in ThinkAdvisor by Jean Merriman. This article comments on her ideas to help ensure your due diligence is up to par. As investors look for more aggressive instruments, advisors need to be confident that they and their clients are protected. Independent financial advisors have warmed up to retail alternative investments in recent years, and it’s no secret why. To read more click here.

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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 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.