FPT In the News

PRESS: Wealth Professional (March 16, 2020)

Posted by FP Transitions on March 16, 2020

"Business continuity for advisors in COVID-19 crisis"

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PRESS: RIA Intel (February 5, 2020)

Posted by FP Transitions on February 5, 2020

"The Wave of Advisor Retirement Is About to Break"

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PRESS: Financial Planning magazine (October 10, 2019)

Posted by FP Transitions on October 10, 2019

"OkCupid for Advisors: M&A Matching Service Debuts"

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PRESS: Journal of Financial Planning (October 2019)

Posted by FP Transitions on October 1, 2019

"Lay the Foundation for the Next Generation of Ownership" by Christine Sjölin

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PRESS: The New York Times (September 13, 2019)

Posted by FP Transitions on September 13, 2019

"Wealth Advisory Firms Are Merging, but What's in It for Clients?"

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PRESS: Financial Advisor magazine (March 26, 2019)

Posted by FP Transitions on March 26, 2019

"FPA Launches Next Generation Publication"

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AWARD: National Association of Certified Valuators and Analysts® 2018 40 Under Forty

Posted by FP Transitions on January 1, 2019

VP Business Valuation Services and Partner Ryan Grau, CVA, CBA, wins prestigious "40 Under Forty" award.

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GUEST PODCAST: FPA Activate (October 9, 2018)

Posted by FP Transitions on October 9, 2018

"You're a Financial Planner...Now What? What You Need to Know About Succession Planning with Chrisinte Sjölin"

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PRESS: Journal of Financial Planning (July 2018)

Posted by FP Transitions on July 1, 2018

"Sustainability and the Future of the Profession" by David Grau Sr., JD

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AWARD: InvestmentNews 2017 Icons & Innovators

Posted by FP Transitions on December 19, 2017

Founder and President David Grau Sr., JD, wins prestigious "Icons & Innovators" award.

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