Famous Last Words

Famous Last Words

In PFI’s years of experience with breakaways, we have encountered numerous advisors who, in the months leading up to their transition away from their current employer, have proclaimed, “This will be super easy, I’ve known my branch manager for years – they won’t try...
Making a Big Firm  Feel Small

Making a Big Firm
Feel Small

The continued tear of M&A activity throughout the RIA industry has resulted in some firms reaching critical mass very quickly.  These firms are learning that with size comes all the troubles associated with scalability.  Beyond the structural challenges...