Skip to content


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.

Strategies and Opportunities for the Year Ahead

Wealth ManagementMarketOutlook

Ep. 18: The Basics of a Successful Succession Plan

New Planner Recruiting podcast

Deal-makers keep marching on

TD Ameritrade Institutional

3 Questions with Brad Bueermann: The State of M&A

Investment News

Weekend Reading for Financial Planners (August 29–30)


FP Transitions sees solid M&A activity in second half

Investment News

RIA deals keeping advisers longer at their firms for payouts

Citywire RIA

Weekend Reading for Financial Planners (July 25–26)


FP Transitions Business Broker Wins Top Awards from the International Business Brokers Association

Yahoo Finance

Revenue or cash flow? The Advisor Valuation Metric War Is Real

Financial Advisor magazine

Valuations holding steady, but sellers forced to stay longer

Citywire RIA

Advising the Advisors

Advisor Magazine

Join Our Email List

Get more #FPInsights delivered straight to your inbox.