Category: White Papers

10 posts categorized as "White Papers"


Fixed Income Solutions for Breakaway Advisors Entering the RIA Space

June 25, 2019

Wirehouse advisors are often sold the idea that the independent channel cannot support sophisticated investment solutions.  Therefore, a major concern for every breakaway advisor as they make the move to Independence is how they will recreate the products and services they have always had available to them in a wirehouse environment.  What they do not…

Read More


PFI Advisors White Paper: Fixed Income Solutions in the RIA Industry for Breakaway Advisors

May 22, 2019

We announced today the release of a new industry report (the seventh in our continuing educational series) on the increasing number of fixed income solutions available to RIAs in the Independent channel.  Our research details institutional-caliber fixed income trading solutions available to independent advisors, profiling three firms that enable RIAs to access this asset class…

Read More


PFI Advisors & DeSola Group Present: The 5 Building Blocks to Branding Yourself a Successful Buyer

February 28, 2019

As we announce our latest co-written white paper, we thought we would first share some background research and history put into this particular M&A thought leadership piece.  While this is the first time we have formally partnered with another industry leader in writing a joint paper, Mergers & Acquisitions is hardly a new topic of…

Read More


Industry Coverage of PFI Advisors’ Recent COO White Paper

January 9, 2019

In late October, we released our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers,” the sixth installment in our industry series.  Our goal was to uncover the benefits of professional management (namely Chief Operating Officers) and lay out the responsibilities of a successful COO, as…

Read More


PFI Advisors White Paper-Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers

October 29, 2018

PFI Advisors (“Pure Financial Independence”) announced today the release of a new industry report (the sixth in its continuing educational series) on an often overlooked topic facing independent RIAs: how to leverage professional management – namely, a Chief Operating Officer – to manage the day-to-day business responsibilities.  Our research details the importance of COOs to…

Read More


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…

Read More


PFI Advisors White Paper: The Rise of Alternative Investments in the RIA Industry

October 30, 2017

Many wirehouse advisors are “brainwashed” into thinking they won’t have access to sophisticated investment solutions if they start their own RIA.  PFI Advisors’ latest white paper highlights how independent advisors can access alternative investments in the RIA channel.  Featuring Artivest, CAIS, iCapital, PPB Capital Partners, and Republic Capital Group, our research addresses the top concerns…

Read More


PFI Advisors White Paper: Innovative Lending Solutions in the RIA Space for Breakaway Advisors

January 11, 2017

We have determined that advisors thinking of breaking away should not let the fear of inadequate lending solutions for their clients deter them from considering the independent space. In this white paper, the third in our industry series, we examine several of the many avenues available to RIAs looking to provide sophisticated, competitively-priced lending solutions…

Read More


PFI Advisors Industry White Paper: Becoming a Professional Buyer

September 12, 2016

Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity.  This report also highlights four industry leaders and the lessons they have learned from their varied experiences: Savant Capital Management, Angeles Wealth Management, Osborne Partners Capital Management, and Summit Trail Advisors. We are…

Read More


PFI Advisors Inaugural White Paper: New Transition Models for Billion-Dollar Breakaway Teams

April 12, 2016

This is the first in a series of industry content from PFI Advisors designed to help advisors build their dream firm and achieve Pure Financial Independence. View white paper

Read More