The COO Roundtable, Episode 2 Featuring Gary Bonner & Mike Lee
January 29, 2019

In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt,…
The COO Roundtable, Episode 1 Featuring Jeff Fuhrman & Tony Craun
January 22, 2019

In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss…
Are You Serious, Wall Street? A Response to the #MeToo ‘Advice’ of Men
December 5, 2018

This open letter is a response to a Bloomberg Article InvestmentNews ran Tuesday about some male Wall Street executives whose concerns about #MeToo accusations have led them to limit the ways in which they work with female colleagues, for example by refusing to have dinner with a woman or sit next to a woman on a plane…
Should Breakaway Advisors Leverage a Wrap-Fee Program?
December 4, 2018

As breakaway advisors consider their move from a wirehouse to their own RIA, the question of whether to provide a wrap fee program will undoubtedly arise. Before we get into the weeds, what is a wrap-fee program and what are its implications? According to the SEC, a wrap fee generally involves an investment account in…
A Different Kind of #GivingTuesday Campaign
November 12, 2018

PFI Advisors will be participating in this year’s #GivingTuesday in a very meaningful way. Any RIA that donates $10,000 or more to the Children’s Hospital Los Angeles donation page of Layla Paige Sonnen will receive a free Operational Diagnostic*. This engagement includes a full analysis of an RIA’s back office technology suite; integrations between systems;…