Articles tagged "FP Transitions"


HeadlinePublish date

A palpable camaraderie accrues in Boston as FPA provides support group for lonely CFPs and the atomized niche firms that serve them

There were RIAs and IBDs galore -- but no wirehouse reps -- on hand for a much-anticipated robo slug-out between Kitces and Sokolin

September 29, 2015 — 8:27 PM UTC

An advertiser's-eye view of what the new-look FPA looked like in Seattle

The Denver-based association showed signs of diminished draw but mostly offset by a stunning presence of youth and start-up exhibitors

September 24, 2014 — 8:49 PM UTC

Fidelity study: Breakaway RIAs could pocket millions in after-tax profits

Dazzling wirehouse retainer deals are nice but going it alone can pay much, much better after taxes get figured in

June 7, 2011 — 2:30 PM UTC
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