FPT In the News

FP Transitions

Recent Posts

November 2019 - SOLD : Dallas, TX

Posted by FP Transitions on November 5, 2019

FP Transitions is pleased to announce the sale of a practice in Dallas, TX.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

More

Topics: Acquisition, Buying & Selling, SOLD

November 2019 - SOLD : Eastern Pennsylvania

Posted by FP Transitions on November 5, 2019

FP Transitions is pleased to announce the sale of a practice in eastern Pennsylvania.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

More

Topics: Acquisition, Buying & Selling, SOLD

October 2019 - SOLD : Eastern Pennsylvania

Posted by FP Transitions on October 12, 2019

FP Transitions is pleased to announce the sale of a practice in eastern Pennsylvania.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

More

Topics: Acquisition, Buying & Selling, SOLD

October 2019 - Journal of Financial Planning

Posted by FP Transitions on October 10, 2019

In the October 2019 issue of the Journal of Financial Planning, FP Transitions' Christine Sjölin, VP of Strategic Development and Operations, contributed her article "Lay the Foundation for the Next Generation of Ownership." The article discusses the importance–and challenge–of seeking out and recruiting next-generation talent in the financial services industry. Christine explores implementing internship opportunities to recruiting new advisors, strategies for talent retention, and how to incorporate ownership opportunities into your compensation structure. 

Read her full article, "Lay the Foundation for the Next Generation of Ownership," now at onefpa.org

More

Topics: Succession Planning, FPT in the News, FPA, Next Generation, Sustainability, Journal of Financial Planning

October 2019 - SOLD : Central California Coast

Posted by FP Transitions on October 3, 2019

FP Transitions is pleased to announce the sale of a business on the central California coast.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

More

Topics: Acquisition, Buying & Selling, SOLD

October 2019 - SOLD : San Francisco, CA

Posted by FP Transitions on October 3, 2019

FP Transitions is pleased to announce the sale of a practice in San Francisco, CA.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

More

Topics: Acquisition, Buying & Selling, SOLD

September 2019 - The New York Times

Posted by FP Transitions on September 13, 2019

FP Transitions CEO, Brad Bueermann, weighs in on the "trend" of consolidation among wealth management firms in Friday's New York Times Article, "Wealth Advisory Firms Are Merging, but What's in it for Clients?" by Paul Sullivan. Experts share their thoughts on the trend and whether or not the trend is actually resulting in better service for advisory clients.

We have seen that the ability to leverage technology and better processes indeed produces stronger and more valuable businesses, but access to these tools is not necessarily a function of size. As Brad says in the article, “We firmly believe at the client level that doing business locally with people who understand the community where their clients are going to retire into and who have a close connection to the client are better...Independent practices have flourished for a reason: Consolidation is the world we came from 30 years ago.”

Read the full article, "Wealth Advisory Firms Are Merging, but What's in it for Clients?" here.

More

Topics: Business Growth, FPT in the News, Sustainability, New York Times

September 2019 - FA Magazine

Posted by FP Transitions on September 10, 2019

Ahead of FA's 2020 Invest in Women's Conference in April 2020, Michaela G. Herlihy shares important insight and actionable advice for making the transition from employee to owner. She covers identifying and Implementing proper policies and procedures, creating a business plan, leveraging a skilled team of professionals, incorporating your key employees in strategic planning, and the importance of having a plan for the transition (that's where we come in).

Read the full article, "Roadmap to an Internal Succession Plan," at FA Magazine.

More

Topics: Succession Planning, FPT in the News, FA Magazine

September 2019 - SOLD : Northern Michigan

Posted by FP Transitions on September 9, 2019

FP Transitions is pleased to announce the sale of a practice in northern Michigan.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

More

Topics: Acquisition, Buying & Selling, SOLD

September 2019 - SOLD : Central Michigan

Posted by FP Transitions on September 1, 2019

FP Transitions is pleased to announce the sale of a practice in central Michigan.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

More

Topics: Acquisition, Buying & Selling, SOLD

Subscribe to Email Updates

Recent Posts