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

Podcast

Matt Sonnen Joins Mindy Diamond to Discuss “What it Really Takes to Build an RIA firm”

Independence for Financial Advisors
May 17, 2018

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In The News

PFI Advisors’ M&A research featured in “Advisors Explain How They Made an Acquisition Work”

Financial Advisor Magazine
April 11, 2018

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Podcast

Matt Sonnen’s Guest Appearance

Belay Advisor
January 29, 2018

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In The News

Matt Sonnen Discusses Why RIAs Should Join the Broker Protocol as Wirehouses Exit

InvestmentNews
January 24, 2018

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In The News

Former Luminous COO to Provide Operations Consulting to RIAs

WealthManagement.com
January 12, 2018

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In The News

Matt Sonnen Joins Industry Panel to Discuss Broker Protocol

Pershing Advisor Solutions
December 21, 2017

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In The News

Matt Sonnen Provides Insights on How to Make a Non-Protocol Transition Successful

Barron's
December 1, 2017

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In The News

Matt Sonnen shares his thoughts on Morgan Stanley’s exit from the Broker Protocol

Financial Advisor Magazine
November 21, 2017

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In The News

Matt Sonnen comments on UBS’ decision to reduce the use of recruiting checks

InvestmentNews
October 27, 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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