FP Transitions Appoints COO As It Launches New Advisor Benchmarking Tool
Former Edelman Financial Engines Exec Tom Kimberly Joins FP Transitions As Chief Operating Officer, A New Role At The Company.
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RIA M&A Trends, Optimizing Tech Stacks And Growing Alts Demand
Plus Our Investments And Deals & Recruiting Roundups, Going Beyond The Fiduciary Minimum, Summer Recruiting, Feathery’s AI Tool, Merit’s Purchase, Eusey Joining CogniCor’s Board, Prudential’s Recruit, And The Latest Dear Ryan Column
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