Solution introduction

With PFI Advisors, billion-dollar breakaway teams can pursue their RIA dreams with confidence, knowing that they have the right advice and support to build their dream firm, without having to give up hard-earned equity or pay expensive basis points on AUM

For years, large wirehouse teams have looked at the RIA model as something aspirational, but have held back because of the lack of economic solutions for large teams and the growing complexity of the operational infrastructure for building an RIA. As you can see below, there are many options available to wirehouse advisors who choose to move their business into the Independent channel.

Service areas include:

  • Office infrastructure
  • RIA infrastructure
  • Client transition
  • Billing
  • Investment access
  • Custodian selection
  • Compliance support
  • Legal
  • Client segmentation
  • Ongoing support services

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.