Former Luminous COO to Provide Operations Consulting to RIAs

WealthManagement.com, January 2018

Summary: PFI Advisors, a consultancy focused on transitioning $1 billion plus breakaway teams out of the wirehouses, has introduced a new operations consulting service called COO Resource for registered investment advisors.

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Former Luminous COO to Provide Operations Consulting to RIAs

WealthManagement.com, January 2018

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