Newsroom
Welcome to the FP Transitions Newsroom
Here, we open our doors to innovation and the stories that shape our narrative. Dive into a treasure trove of press releases, media coverage, and exclusive content offering a behind-the-scenes look at our strides in the industry. From groundbreaking achievements to community initiatives, our newsroom is a dynamic space where our journey unfolds in real-time. Join us as we share our triumphs, challenges, and aspirations, inviting you to be part of our evolving narrative.
25+ Years
in Service
100 M&A
Transactions Annually
70+ Professionals
on Staff
17,000+ Advisory Businesses Served
Meet Our Experts
Media Resources
Press Releases
Industry Studies
Recent Press
-
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
How we can help
Our experts have been providing innovative and strategic business solutions to financial professionals for over 20 years, and we are available to contribute:
- Historical M&A data
- Expert commentary
- Industry analysis
- Professional insight
- Quotes, statements and interviews