by PFI Advisors | Aug 4, 2020 | Podcasts
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove https://pfiadvisors.com/wp-content/uploads/2020/08/Ep-20-1-Final.mp3 In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial...
by PFI Advisors | Jun 30, 2020 | Podcasts
EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors https://pfiadvisors.com/wp-content/uploads/2020/06/Ep-19-1-Final.mp3 In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of...
by PFI Advisors | Jun 11, 2020 | White Papers
PFI Advisors is proud to announce we have partnered with Stacey McKinnon, COO of Morton Capital for an industry research piece, “The New RIA Workplace.” While some RIAs were caught flat-footed when widespread stay-at-home orders were instituted across the...
by PFI Advisors | Jun 4, 2020 | Podcasts
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset https://pfiadvisors.com/wp-content/uploads/2020/06/Ep-18-1-Final.mp3 In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors...
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...
