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
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
January 24, 2017
Fintechs producing cheaper, automated firm valuations for advisors
Investment News magazine
December 29, 2016
Top reasons for independent advisers to consider a merger instead of an acquisition
Investment News magazine
October 10, 2016
SEI Advisor Network Report Explores New Strategies for Growth, Profitability, and Scalability
SEI