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 ...

The goal of every RIA operations professional is to add efficiency and scalability to their organization. Said differently, we want to find a way to serve more and more clients without our level of ...

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 ...

For any organization to operate efficiently and effectively, it must be managed properly. The oil and gas industry is massive and a key factor in some of the world's largest economies; thus, ...

The Operations Management doctoral program trains you to apply theoretical, data-driven or empirical analysis to advance your understanding of how work and processes are, or should be, organized and ...

The doctoral program in Technology & Operations Management prepares students to conduct important research on a broad range of issues in operations and innovation. Students are trained in various ...