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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

Cambridge Takes Minority Stake in AmeriFlex Group to Expand Advisor Succ...

January 7th, 2026
Cambridge announced that it has acquired a strategic minority stake in the AmeriFlex Group, an advisor-owner hybrid registered investment adviser o...

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UBS Draws Heavy Demand in $3 Billion AT1 Bond Sale Amid Regulatory Uncer...

January 6th, 2026
UBS Group AG returned to the Additional Tier 1 (AT1) market with a $3 billion bond sale that drew strong investor demand, even as questions linger ...

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Recruiting Wars Intensify as Commonwealth Advisors Weigh Options After L...

January 5th, 2026
The planned acquisition of Commonwealth Financial Network by LPL Financial has triggered an aggressive recruiting battle across the independent bro...

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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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