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 ...

An employee operations manual is especially handy when training new employees, reviewing processes for improvement, revising job descriptions or replacing employees due to illness or turnover. For ...

FORT LAUDERDALE, Fla. (Army News Service, Feb. 28, 2008) -- The Army's new field manual for operations, FM 3-0, brings the first major update of Army capstone doctrine since the terrorist attacks of 9 ...

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 ...