PFI in the News

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In the News Items

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Thought Leadership Pieces

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Press Releases

Thought Leadership

Should You Jump into the M&A Game?

IRIS
October 12, 2017

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In The News

Highlights from Matt Sonnen’s breakaway panel at the Echelon Partners Deals & Deal Makers Summit

RIABiz
September 22, 2017

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In The News

Highlights from Matt Sonnen’s breakaway panel at the Echelon Partners Deals & Deal Makers Summit

Financial Advisor Magazine
September 20, 2017

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Thought Leadership

Why Operations Teams Are the Unsung Heroes Behind Breakaways

InvestmentNews
September 20, 2017

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In The News

PFI Advisors highlighted as “It’s Time for a Summer Technology Refresh”

ThinkAdvisor
August 2, 2017

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In The News

Matt Sonnen comments on advisors leaving the aggregator/platform model

RIABiz
July 7, 2017

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Thought Leadership

The One Question Every Breakaway Advisor Asks: How?

IRIS
June 26, 2017

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Thought Leadership

What Drives Advisors to Go Independent?

IRIS
June 19, 2017

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Thought Leadership

3 Questions Every Breakaway Advisor Asks

IRIS
June 13, 2017

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Thought Leadership

A New Twist on Succession Planning Urgency

Financial Planning
May 4, 2017

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