AmeriFlex Group Achieves Record Growth in 2024

January 13th, 2025
The AmeriFlex Group, a hybrid Registered Investment Adviser (RIA), concluded 2024 with a record-breaking $3.4 billion increase in assets under admi...

Read More

Indivisible Partners Makes First Advisor Hire with $640 Million in Clien...

January 10th, 2025
Indivisible Partners, a registered investment advisory firm established by former Merrill Lynch executives, has welcomed its first advisors since i...

Read More

Carson Group Acquires $1 Billion Partner Practice in Strategic Successio...

January 9th, 2025
Carson Group, one of the nation's leading registered investment advisors (RIAs), has acquired a $1 billion practice led by industry veteran Russ Ni...

Read More

Are Basis Points the New Tax on Financial Advisors?

January 8th, 2025
According to WealthManagement, many financial advisors feel trapped in a system where basis points (bps) increase their costs without a correspondi...

Read More

Alternative Investments Reach $109.4 Billion in 2024 as Investors Shift ...

January 7th, 2025
Alternative investment fundraising surged to $109.4 billion through November 2024, according to Robert A. Stanger & Company Inc.

Read More

Equity Compensation Gains Traction Among RIAs as a Key Tool for Talent R...

January 6th, 2025
In the competitive world of wealth management, equity compensation has emerged as a pivotal tool for registered investment advisory (RIA) firms aim...

Read More

RIA Growth in 2025: Key Insights from Schwab's Benchmarking Report

January 3rd, 2025
The registered investment advisor (RIA) industry is poised for robust growth in 2025, driven by three critical factors: organic growth, talent deve...

Read More

Integrating Tax Services in Wealth Management

January 2nd, 2025
Wealth management firms are expanding their offerings to include tax planning and accounting services to meet growing client demand for comprehensi...

Read More

RIA M&A Activity Hits Record Highs in 2024

December 23rd, 2024
WealthManagement reports that mergers and acquisitions (M&A) activity in the registered investment adviser (RIA) sector has reached unprecedented l...

Read More

Edward Jones Leads Industry in Certified Financial Planner Designations

December 20th, 2024
Edward D. Jones & Co. has claimed the top spot in the industry for the number of Certified Financial Planner (CFP) designations among its advisors.

Read More

Blog

NASAA Approves Amendments to REIT Guidelines to Strengthen Investor Prot...

September 11th, 2025
The North American Securities Administrators Association (NASAA) has approved sweeping amendments to its Statement of Policy Regarding Real Estate ...

Read More

Tips to Build Relationships at Nonprofit Events

September 10th, 2025
September marks the unofficial start of gala season in the nonprofit sector, bringing together high-net-worth individuals, community leaders, and p...

Read More

Next-Generation Investors Poised to Leave Advisors Amid Wealth Transfer

September 9th, 2025
Years of effort by financial advisors to retain younger heirs during the "great wealth transfer" have yet to produce the intended results.

Read More

About Us
Whatever the next step is for your practice, ensure it remains your practice with the experienced transition consultants at Financial Advisor Transitions. Let us assess your wants and needs and help negotiate the best transition plan to propel your practice forward.
Follow Us
Continue to prosper. Keep up with us on social media.
  • facebook
  • google
Contact Us
Copyright 2025 Powered by Epic Web Studios
Home
About
How Can We Help?
FAQs
Blog
Contact