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 ...

The examples of templates of Operations Manuals for RPAS operators with and without approval to carry dangerous goods as cargo have been updated in line with changes to the 2025-2026 Edition of the ...

A revised OSHA Field Operations Manual now provides OSHA compliance officers with a single source of updated information and guidance to more effectively protect employees from occupational injuries, ...

A crew from Coast Guard Station Charleston patrols Charleston Harbor as a cargo ship heads into the Port of Charleston following Hurricane Dorian, Sept. 7, 2019. The Coast Guard contributes to a safe ...