Newsroom
Welcome to the FP Transitions Newsroom
Here, we open our doors to innovation and the stories that shape our narrative. Dive into a treasure trove of press releases, media coverage, and exclusive content offering a behind-the-scenes look at our strides in the industry. From groundbreaking achievements to community initiatives, our newsroom is a dynamic space where our journey unfolds in real-time. Join us as we share our triumphs, challenges, and aspirations, inviting you to be part of our evolving narrative.
Media Resources
Press Releases
Industry Studies
Recent Press
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October 09, 2023
Lawrence Financial Planning Amplifies Client Benefits Through Merger with Oasis Wealth Planning Advisors
GLOBE NEWSWIRE
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July 26, 2023
M&A Gusto Continues: FP Transitions Rallies to Meet Demand
GLOBE NEWSWIRE
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March 12, 2023
Propelled by recent growth, FP Transitions hits a valuation milestone and invests in its own expertise.
GLOBE NEWSWIRE
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February 07, 2023
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
GLOBE NEWSWIRE
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December 15, 2022
Partnership between FMG and FP Transitions ignites 360-degree growth...
Globe Newswire
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December 15, 2022
Partnership between FMG and FP Transitions ignites 360-degree growth solutions for independent advisor businesses
GLOBE NEWSWIRE
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December 01, 2022
Fintech Pivots To Prepare For An M&A-Laden Future
Financial Advisor
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November 29, 2022
Succession Planning Then and Now with David Grau Sr.
Wealth Management
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November 22, 2022
New RIA acquirer makes second billion-dollar deal in a month
Financial Planning
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November 21, 2022
Scott Leak on Changes in How Advisors Manage the Sale of Firms
Wealth Management
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November 21, 2022
M&A gone astray: Financial advisors fighting in court after parting ways
Financial Planning
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November 21, 2022
How Different Sized Firms Can Evaluate M&A Deals
Wealth Solutions Report
How we can help
Our experts have been providing innovative and strategic business solutions to financial professionals for over 20 years, and we are available to contribute:
- Historical M&A data
- Expert commentary
- Industry analysis
- Professional insight
- Quotes, statements and interviews