Press
Read some of the latest articles featuring our experts. For professional insight, data review, or expert commentary, contact our VP of Marketing, Elise Rogers, or call 800-934-3303.
Posts by Year
April 17, 2020
Valuations holding steady, but sellers forced to stay longer
Citywire RIA
April 01, 2020
Advising the Advisors
Advisor Magazine
March 16, 2020
Business continuity for advisors in COVID-19 crisis
Wealth Professional magazine
October 29, 2019
As advisors start to 'age out,' firms look to step up succession planning
CNBC
October 10, 2019
OkCupid for Advisors: M&A Matching Service Debuts
Financial Planning magazine
October 01, 2019
Lay the Foundation for the Next Generation of Ownership
Journal of Financial Planning
September 13, 2019
Wealth advisory firms are merging, but what's in it for clients?
The New York Times
March 26, 2019
FPA Launches Next Generation Publication
Financial Advisor magazine
October 09, 2018
You're a Financial Planner...Now What? What You Need to Know About Succession Planning with Christine Sjölin
FPA Activate podcast
July 01, 2018
Sustainability and the Future of the Profession
Journal of Financial Planning
August 09, 2017
Ep. 34: Advisor's guide to buying or selling a practice
BMO Global Asset Managementpodcast
March 01, 2017
Selling a Planning Practice: The Relationship Between Revenue Multiple and Revenue Size
Journal of Financial Planning