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Independent Intelligence on the Private Wealth Industry
Thursday, August 20, 2026The Morning Brief →Sign in
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FP Transitions

In PWD coverage since August 20, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Tom Kimberly
Aug 19 · exec change
PWD coverage
Data

FP Transitions launches Estimated Value Index for advisory firms

The 1-to-100 score gives owners a directional read on firm value relative to peers.
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