Alex Webb Joins PFI Advisors
July 19, 2018
We are excited to announce the addition of Alex Webb to the PFI team! Alex recently graduated from Miami University in Ohio with a degree in Finance. While in school, Alex interned at MAI Capital Management, a multibillion-dollar RIA in Cleveland, OH. Alex performed financial market research and developed an understanding of the firm’s proprietary…
Far from Forgotten: The Impact Layla Paige Sonnen Has Made This Past Year
July 9, 2018
Layla – you left us one year ago, at 3:58 am on July 8th, 2017, in your mother’s arms, surrounded by your dad and big brother Luke, and more love than we ever thought possible. There was no name for your brain disorder, no prognosis, no medical protocol to follow to help you gain brain…
Don’t Let the Wirehouses Lie to You About Technology…
June 20, 2018
It has become widely acknowledged and accepted that the technologies available in the RIA channel are more sophisticated and up-to-date than the technologies offered by the large wirehouses. The RIA channel is known for its freedom to shop The Street for best-of-breed solutions, and work with a variety of industry experts to best leverage integrations…
Matt Sonnen Joins Folio Institutional’s Expert Interview Series to Discuss “The Ins and Outs of Breakaways”
June 8, 2018
CEO Matt Sonnen recently sat down with Folio Institutional President Greg Vigrass to discuss, among other things, the Top 3 Questions Every Breakaway Advisor Asks: Should I Stay (at the wirehouse)? Should I Go (to the Independent channel)? If I Go (to the Independent channel), How the Heck Do I Do It? PFI Advisors helps…
PFI ADVISORS ANNOUNCED AS FINALIST IN TWO CATEGORIES OF THE WEALTHMANAGEMENT.COM INDUSTRY AWARDS
May 30, 2018
We are excited to announce that PFI Advisors has been selected as a Finalist in WealthManagement.com’s 2018 Industry Awards for our retainer-based COO Resource offering, as well as for our M&A white paper, Becoming a Professional Buyer, Part 2. Our COO Resource is intended to help RIAs in five different scenarios: Newly-Launched, such as breakaway…
Matt Sonnen Joins Mindy Diamond to Discuss “What it Really Takes to Build an RIA Firm”
May 17, 2018
CEO Matt Sonnen sat down with Mindy Diamond to discuss the lessons he learned from launching Luminous Capital 10 years ago, as well as the advice he gives billion-dollar breakaway teams today that are looking at Independence. He paints a realistic picture of what it REALLY takes to build an RIA firm, whether you go…
Harnessing RIA M&A strategies for growth
May 11, 2018
With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making in 2018, with volumes expected to increase dramatically in the years to come. Scale is becoming critical for RIAs…
Advisors Explain How They Made An Acquisition Work
April 11, 2018
Karen DeMasters of Financial Advisor Magazine detailed the strategies used by some of the most successful RIA acquirers in our industry. We were honored to cover these firms in our most recent white paper. See Karen’s full article here
PFI Advisors White Paper: Becoming a Professional Buyer Part 2
April 5, 2018
We are excited to present the latest installment in our “Becoming a Professional Buyer” research series. This white paper highlights five industry leaders and the lessons they have learned from their varied experiences in the M&A arena: Aspiriant, Beacon Pointe Wealth Advisors, EP Wealth Advisors, Mercer Advisors, and Parallel Advisors. We hope you enjoy the…
3 Requirements for Successful Project Management
March 21, 2018
As an operations and technology consulting firm that works with both breakaway advisors and existing RIAs in growth mode, we have become adept at project management and the importance of maintaining a strict schedule with many moving parts. Building an RIA from scratch is typically a 10-month project that requires work over long nights and…
