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

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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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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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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In The News

Matt Sonnen discusses advisors’ use of Alternative Investments in client portfolios

FundFire
April 12, 2017

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