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
December 18, 2020
Ep. 18: The Basics of a Successful Succession Plan
New Planner Recruiting podcast
October 28, 2020
Deal-makers keep marching on
TD Ameritrade Institutional
September 25, 2020
3 Questions with Brad Bueermann: The State of M&A
Investment News
August 28, 2020
Weekend Reading for Financial Planners (August 29–30)
Kitcescom
August 26, 2020
FP Transitions sees solid M&A activity in second half
Investment News
August 21, 2020
RIA deals keeping advisers longer at their firms for payouts
Citywire RIA
July 24, 2020
Weekend Reading for Financial Planners (July 25–26)
Kitcescom
June 22, 2020
FP Transitions Business Broker Wins Top Awards from the International Business Brokers Association
Yahoo Finance
May 20, 2020
Revenue or cash flow? The Advisor Valuation Metric War Is Real
Financial Advisor magazine
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