by COO Society | Jun 11, 2020 | White Papers
PFI Advisors is proud to announce we have partnered with Stacey McKinnon, COO of Morton Capital for an industry research piece, “The New RIA Workplace.” While some RIAs were caught flat-footed when widespread stay-at-home orders were instituted across the...
by COO Society | Jun 4, 2020 | Podcasts
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset https://coosociety.com/wp-content/uploads/2020/06/Ep-18-1-Final.mp3 In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors...
by COO Society | May 11, 2020 | Operations and Technology, White Papers
PFI Advisors (“Promoting Financial Independence”) announced today the release of a new industry report (the ninth in its continuing educational series) on reporting provider technology available to RIAs in the Independent channel. This report showcases four...
by COO Society | May 5, 2020 | Podcasts
EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management https://coosociety.com/wp-content/uploads/2020/05/Ep-17-1-Final-1.mp3 In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at...
by COO Society | Apr 15, 2020 | COO Best Practices
With our fifteenth episode and over a year of consistent, monthly releases, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing your responses to...
