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Financial Advisor Transitions is here to advise you. For more information, give us a call at 833-REP-MOVE [833-737-6683] or visit our frequently asked questions.

Blog

Edelman Financial Engines Commits $175 Million in Equity to Financial Pl...

March 17th, 2026
Edelman Financial Engines (EFE), one of the largest registered investment advisors in the country, announced a $175 million equity commitment that ...

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Operational Demands Continue to Strain Financial Advisors' Time

March 16th, 2026
Administrative responsibilities and operational complexity continue to consume a growing share of financial advisors' workdays, limiting the time t...

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Mariner Expands Insurance Capabilities with Acquisition of Cowell Insura...

March 13th, 2026
Mariner has acquired Cowell Insurance Services as the firm continues expanding its advisory platform, according to Business Insurance.

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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.
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