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Posted by FP Transitions on October 13, 2026
How Fidelity’s Threshold Announcement Creates Opportunity for Small RIAs
Posted by FP Transitions on May 22, 2020
My First Virtual Conference!
I had been looking forward to attending the Investment News Women Advisor Summit, but when an in-person event was no longer an option I was excited when Investment News did the ultimate pivot and changed their all-day onsite Summit to a virtual...
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...