Scott Leak, former director of institutional sales at TD Ameritrade Institutional, has joined RIA consulting firm FP Transitions as a senior consultant. Leak will be working with Marcus Hagood, who ...

The Chicago-based National Association of Personal Financial Advisors has struck a deal with FP Transitions, a financial services consulting firm out of Lake Oswego, Ore., to help members with ...

Then allow Financial Planning to transport you back to the dog days of summer and directly into the heart of Surf City. Take a special look back at the Future Proof Festival through a series of ...

TradePMR, which provides technology and custodial services to registered investment advisors, said it’s partnering with FP Transitions, a succession planning firm, to provide consulting services to ...

Lake Oswego, OR, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Executing on its decades-long commitment to building sustainable wealth management enterprises, independent advisory consultant and data house, FP ...

A recent analysis of the FP Transitions database—backed by over 17,000 firm valuations—revealed a powerful truth: the most valuable financial advisory firms are those that invest in next-generation ...

The National Association of Personal Financial Advisors has entered into an agreement with consulting firm FP Transitions to help its members with succession planning. A 2020 Cerulli study showed that ...