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
November 21, 2022
Scott Leak on Changes in How Advisors Manage the Sale of Firms
Wealth Management
November 21, 2022
M&A gone astray: Financial advisors fighting in court after parting ways
Financial Planning
November 21, 2022
How Different Sized Firms Can Evaluate M&A Deals
Wealth Solutions Report
October 26, 2022
How Adopting Technology Impacts Practice Value
Salt Creek
October 06, 2022
Kestra Sells Minority to Private Equity Firm Oak Hill Capital
Financial Planning
October 04, 2022
Future Proof Wealth Festival: The Elephant on the Boardwalk
Millennial Magazine
September 01, 2022
What Gets Measured Gets Valued
Million Dollar Round Table
August 29, 2022
NAPFA Offers FP Transitions Program to Members
Press Release
July 27, 2022
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)
Perfectly Integrated Podcast
July 26, 2022
FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms
Globe Newswire
July 26, 2022
FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms
GLOBE NEWSWIRE
July 05, 2022
Attracting And Keeping Top Talent With Brad Bueermann and Lisa Crafford
EdgeTV