Trusts are living entities and deserving of regular maintenance. Often, a trust is drafted, executed and then funded without an operating manual for the professional advisors and other parties.

A business or organization can more effectively facilitate training of new employees with the use of well-written standard operations procedures (SOP). Beyond training, an SOP manual gives existing ...

The laundry. Menu planning, Doctor and dentist appointments. After-school activities. Managing a family is no small task. “Just” a mom? There are, frankly, days when the President has it easier. He, ...

When PFI Advisors is hired to perform an Operational Diagnostic of an RIA, one of the important components of our assessment is a review of the firm’s compliance manual to ensure it matches what is ...

Documenting lending policies and procedures helps to streamline operations, reduce waste and enhance customer satisfaction through the standardization of work tasks. Formats are contingent on the ...