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

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

Matt Sonnen comments on advisors leaving the aggregator/platform model

RIABiz
July 7, 2017

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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 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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In The News

Matt Sonnen comments on PagnatoKarp departure from HighTower and his “Breakaway 2.0” theory

RIABiz
June 1, 2016

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Thought Leadership

A Breakaway Artist Confesses the “Mistakes” He Made in Ushering PBIG’s Hou-Sear Team

RIABiz
March 1, 2016

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In The News

First Republic pays a staggering sum for Luminous Capital, and shifts the breakaway and M&A games in the bargain

RIABiz
November 7, 2012

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In The News

The Launch of Luminous Capital

RIABiz
September 23, 2009

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