by PFI Advisors | May 11, 2020 | Operations and Technology, White Papers
PFI Advisors (“Promoting Financial Independence”) announced today the release of a new industry report (the ninth in its continuing educational series) on reporting provider technology available to RIAs in the Independent channel. This report showcases four...
by PFI Advisors | May 5, 2020 | Podcasts
EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-17-1-Final-1.mp3 In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at...
by PFI Advisors | Apr 15, 2020 | COO Best Practices
With our fifteenth episode and over a year of consistent, monthly releases, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing your responses to...
by PFI Advisors | Apr 6, 2020 | Podcasts
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-16-2-Final-1.mp3 In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim...
by PFI Advisors | Mar 3, 2020 | Podcasts
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-15.2-Final.mp3 In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO,...
