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Financial Planning

A tool for finding RIA values — and plenty of ways to boost them

With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
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Aug 2017:24 ETFinancial Planning

The Floor

Nobody has taken the Floor on this one. Say what the desk is actually thinking; no account needed.

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