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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

Edward Jones Sees Rise in Advisor Departures

March 26th, 2026
Edward Jones experienced a notable increase in advisor departures in 2025, driven largely by long-tenured professionals exiting the industry, accor...

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UBS Escalates Recruiting Battle With Record Advisor Compensation Package

March 25th, 2026
UBS Wealth Management USA has launched an aggressive recruiting initiative aimed at reversing ongoing advisor departures, according to AdvisorHub.

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UBS Secures U.S. National Banking Charter to Expand Wealth Management St...

March 20th, 2026
UBS has obtained approval for a U.S.

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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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