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

Matt Sonnen discusses securing loans for clients

Financial Advisor IQ
March 16, 2017

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In The News

Matt Sonnen discusses the long-term value of platform providers for breakaway advisors

Financial Planning
January 26, 2017

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In The News

Matt Sonnen comments on Steve Lockshin’s new advisor platform, AdvicePeriod

Financial Planning
January 9, 2017

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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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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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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 United Capital’s latest acquisition and business strategy

Financial Planning
September 8, 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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Podcast

Matt Sonnen’s Guest Appearance

How To Go Independent
March 30, 2016

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