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

In The News

PFI Advisors Nominated for M&A Support Services by Family Wealth Report Awards 2017

Family Wealth Report
November 28, 2016

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Thought Leadership

Has Going Independent Become Much More Enticing for Advisors?

IRIS
November 15, 2016

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In The News

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

RIABiz
October 21, 2016

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In The News

Matt Sonnen discusses successful tuck-in strategies for RIAs at the Echelon Partners Deal & Deal Makers Summit

WealthManagement.com
October 20, 2016

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Thought Leadership

“Lean In?” How About Simply “Don’t Lay Down”

IRIS
October 11, 2016

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Thought Leadership

Push Versus Pull for Breakaway Financial Advisors

IRIS
September 29, 2016

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In The News

Matt Sonnen comments on the $2.2B transition of 6 Meridian without the use of an aggregator/platform provider

RIABiz
September 19, 2016

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Press Release

PFI Advisors Releases New Industry Report: “Becoming a Professional Buyer: Harnessing RIA M&A Strategies for Growth”

PR Web
September 13, 2016

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In The News

Matt Sonnen comments on United Capital’s latest acquisition and business strategy

Financial Planning
September 8, 2016

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Thought Leadership

4 Necessary Considerations Before Going Independent

Financial Planning
September 2, 2016

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