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
September 10, 2026
FP Transitions Expands FP Insights® Platform With Compensation Benchmarking for Advisory Firms
PR Newswire
September 10, 2026
FP Transitions expands insights platform with compensation data
Investment News
September 10, 2026
FP Transitions Adds Compensation Benchmarking To Advisor Platform
Financial Advisor Magazine
September 03, 2026
Summit Wealth Group moves into Pacific Northwest with $224M Oregon deal
Investment News
September 02, 2026
Savant Makes Another Acquisition
Family Wealth Report
September 01, 2026
Wealth Enhancement Acquires $376+ Million Firm Dickerson Jackson & Associates
Pulse 2.0
August 31, 2026
FP Transitions is Named a Finalist in the 2026 Wealth Management Industry Awards for Professional Services Firms Chief Executive Officer of the Year and Chief Marketing Officer of the Year.
FP Transitions
August 20, 2026
A tool for finding RIA values — and plenty of ways to boost them
Financial Planning
August 19, 2026
FP Transitions Introduces Benchmarking Tool for Advisory Firms, the Estimated Value Index
PR Newswire
August 19, 2026
FP Transitions Appoints COO As It Launches New Advisor Benchmarking Tool
Wealth Solutions Report
July 09, 2026
AI May Solve Efficiency Problems, But It Could Create A Talent Pipeline Problem
Financial Advisor Magazine
June 30, 2026
Early-career advisors want something unexpected: an office
Financial Planning