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

RIAs Have a COO Problem. Outsiders Can Fix It.

Financial Planning
December 12, 2018

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In The News

Matt Sonnen’s thoughts on banks entering and exiting the RIA M&A Space

WealthManagement.com
November 26, 2018

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In The News

Chief Operating Officers Lift Advisory Firms to the Next Level

InvestmentNews
November 2, 2018

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In The News

How a COO Can Benefit a Growing RIA

ThinkAdvisor
October 29, 2018

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White Paper

Matt Sonnen quoted in industry white paper “Merger and Acquisition Activity for Investment Advisors”

Black Diamond
September 19, 2018

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In The News

Matt Sonnen Discusses The Bapis Group’s Move From Hightower as a Significant Departure

Financial Planning
September 10, 2018

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In The News

PFI Advisors Shares Thoughts on New Flat-Fee TAMP Offered By Rowling & Associates

WealthManagement.com
July 26, 2018

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In The News

Matt Sonnen shares his thoughts on “Yelp-like” compliance technologies for RIAs

WealthManagement.com
July 17, 2018

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White Paper

Matt Sonnen Joins Laserfiche To Discuss “M&A Through the Operational Lens”

WealthManagement.com
July 10, 2018

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In The News

Matt Sonnen Joins Folio Institutional’s Expert Interview Series to Discuss “The Ins and Outs of Breakaways”

Folio Institutional
June 8, 2018

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