Press
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.
Posts by Year
July 24, 2020
Weekend Reading for Financial Planners (July 25–26)
Kitcescom
June 22, 2020
FP Transitions Business Broker Wins Top Awards from the International Business Brokers Association
Yahoo Finance
May 20, 2020
Revenue or cash flow? The Advisor Valuation Metric War Is Real
Financial Advisor magazine
April 17, 2020
Valuations holding steady, but sellers forced to stay longer
Citywire RIA
April 01, 2020
Advising the Advisors
Advisor Magazine
March 16, 2020
Business continuity for advisors in COVID-19 crisis
Wealth Professional magazine
October 29, 2019
As advisors start to 'age out,' firms look to step up succession planning
CNBC
October 10, 2019
OkCupid for Advisors: M&A Matching Service Debuts
Financial Planning magazine
October 01, 2019
Lay the Foundation for the Next Generation of Ownership
Journal of Financial Planning
September 13, 2019
Wealth advisory firms are merging, but what's in it for clients?
The New York Times
March 26, 2019
FPA Launches Next Generation Publication
Financial Advisor magazine
October 09, 2018
You're a Financial Planner...Now What? What You Need to Know About Succession Planning with Christine Sjölin
FPA Activate podcast