FPT In the News

November 2019 - SOLD : Washington, D.C. Area

Posted by FP Transitions on November 11, 2019

FP Transitions is pleased to announce the sale of a practice in the Washington, D.C. area.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

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Topics: Acquisition, Buying & Selling, SOLD

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

 

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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

 

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Topics: Acquisition, Buying & Selling, SOLD

November 2019 - SOLD : Northeastern PA

Posted by FP Transitions on November 4, 2019

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

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

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Topics: Acquisition, Buying & Selling, SOLD

October 2019 - SOLD : Richmond, VA

Posted by FP Transitions on October 21, 2019

FP Transitions is pleased to announce the sale of a business in Richmond, VA.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

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Topics: Acquisition, Buying & Selling, SOLD

October 2019 - SOLD : Dallas Area, TX

Posted by FP Transitions on October 16, 2019

FP Transitions is pleased to announce the sale of a financial services business in the Dallas area of Texas.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

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Topics: Acquisition, Buying & Selling, SOLD

October 2019 - SOLD : Palm Beach, FL

Posted by FP Transitions on October 16, 2019

FP Transitions is pleased to announce the sale of a financial services business in Palm Beach, FL.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

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Topics: Acquisition, Buying & Selling, SOLD

October 2019 - SOLD : Sacramento Area, CA

Posted by FP Transitions on October 15, 2019

FP Transitions is pleased to announce the sale of a business in the Sacramento area of California.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

 

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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

 

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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

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

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