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


How Technology Is Helping Advisors Convert Prospects Into Clients

May 19th, 2022
Despite the plethora of digital tools on the market allowing advisors to contact and manage prospective clients, a recent survey finds that less th...

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Avantax Shifts Recruiting Focus To Tenured Advisors

May 18th, 2022
Avantax Wealth Management added 85 advisors in the first quarter to both its traditional independent broker-dealer and its RIA, Avantax Planning Pa...

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FINRA Extends Registration Qualification Window to Five Years

May 17th, 2022
The Financial Industry Regulatory Authority (FINRA) has extended the registration qualification window for individuals to register with another fir...

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