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Posted by FP Transitions on July 10, 2024
Protecting Business Value and Advisor Tenure WITHOUT Non-Competes: A Look at the FTC Ruling
In late April, the Federal Trade Commission voted to finalize their Non-Compete Rule which prohibits the inclusion or enforcement of non-compete clauses in employment agreements in the United States. The rule is currently set to go into effect on...
Posted by FP Transitions on July 10, 2024
What You Need to Know About the New FTC Non-Compete Ban
In late April, the FTC voted to finalize and promulgate their Non-Compete Rule which prohibits the inclusion or enforcement of non-compete clauses in most employment agreements. Industry experts from FP Transitions and Key Bridge Compliance sat down...
Posted by FP Transitions on March 26, 2024
Important Legal Updates 2024: What They Mean for You & Your Business
Federal, state, and local laws are constantly shifting and changing. Which is why it’s important to have consistent communication with your legal counsel so that you are made aware of any new and changing regulations that may affect your business or...
Posted by FP Transitions on January 12, 2023
(Tech) Stacked for Growth
Growth can be enabled – or hindered – by your technology. And not only that, but it can also seriously erode your profit margin if it costs you clients, requires constant fixing, or slows down cross-department collaboration. But here’s the thing:...
Posted by FP Transitions on March 26, 2020
News Roundup: Business Preparedness and Compliance
The last thing any business owner and professional needs is to deal with more ambiguity and uncertainty than the global situation has already dealt us. In our highly regulated industry, many advisors are asking questions about how to keep their...
Posted by Lisa Cordial and Mike McKennon on March 26, 2020
Continuity Now : Don't Leave Your Business Unprotected
Ongoing developments with COVID-19 have prompted a number of advisors to contact us and make sure their death and disability continuity plans are up to date. It’s worth noting that only about 30% of advisors have any type of formal, written death...
Posted by FP Transitions on March 25, 2020
News Roundup: Communicating with Clients During a Crisis
Many things are up in the air right now, and we’re all experiencing major changes to the way we live our lives. It’s no wonder that investors—and advisors—are wondering the best course of action as markets fluctuate and many businesses can’t...
Posted by Brad Bueermann on March 24, 2020
Be a Resource in Times of Uncertainty
The last few weeks have been eerie. The markets are fluctuating, schools are closed, streets are deserted. The Portland area had a run of 65-degree sunny days followed by two days of snow. Our office is down to a skeleton crew, and the rest of the...
Posted by FP Transitions on March 18, 2020
News Roundup: Expert Tips for Working Remotely
Things have been changing for years, more and more people work from home and do so productively. Gone are the days, for many industries, where being in an office is a requirement. As technology continues to improve and online communications have...
Posted by Elise Rogers on March 17, 2020
Create a Schedule : Tips for Working from Home with Kids
With school closures across the country and many parents working from home, we asked a seasoned, work-from-home pro, our Marketing Director Elise Rogers, how she’s adapting to working remotely with her three boys full time. Below she shares a tool...
Posted by FP Transitions on April 17, 2018
FP Transitions President & Founder, David Grau Sr., J.D. Honored at Icons & Innovators Awards
This week our President & Founder, David Grau Sr., J.D., is traveling to NYC to receive anIcons & Innovators Awardfrom Investment News along with 19 other incredible industry visionaries and thought leaders.
We are incredibly proud of David and...
![Navigating Uncertainty in Turbulent Times [NEW RESOURCE]](https://www.fptransitions.com/hs-fs/hubfs/Blog_Images/_Published/turbulentseas_banner.jpg?width=458&height=280&name=turbulentseas_banner.jpg)
Posted by FP Transitions on January 10, 2017
Navigating Uncertainty in Turbulent Times [NEW RESOURCE]
Rough Seas
In the heyday of maritime exploration, traveling the world’s oceans promised adventure and immense risk. Turbulent seas and unfavorable weather endangered crews, threatened ships, and spoiled the best-laid plans. Seasoned captains...