Category: White Papers

3 posts categorized as "White Papers"


PFI Advisors White Paper: Innovative Lending Solutions in the RIA Space for Breakaway Advisors

January 11, 2017

We have determined that advisors thinking of breaking away should not let the fear of inadequate lending solutions for their clients deter them from considering the independent space. In this white paper, the third in our industry series, we examine several of the many avenues available to RIAs looking to provide sophisticated, competitively-priced lending solutions…

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PFI Advisors Industry White Paper: Becoming a Professional Buyer

September 12, 2016

Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity.  This report also highlights four industry leaders and the lessons they have learned from their varied experiences: Savant Capital Management, Angeles Wealth Management, Osborne Partners Capital Management, and Summit Trail Advisors. We are…

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PFI Advisors Inaugural White Paper: New Transition Models for Billion-Dollar Breakaway Teams

April 12, 2016

This is the first in a series of industry content from PFI Advisors designed to help advisors build their dream firm and achieve Pure Financial Independence. View Whitepaper

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