Contact

Your Name *
Email *
Phone *
Message *
Questions?

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

AmeriFlex Group Cuts Ties with Osaic Wealth to Preserve Independence

June 30th, 2025
A reported by AdvisorHub, the AmeriFlex Group has officially parted ways with Osaic Wealth. Both firms characterized the move as a "mutual agreement."

Read More

BNY Mellon and Northern Trust Reportedly in Merger Talks

June 27th, 2025
Merger discussions between Bank of New York Mellon Corp. and Northern Trust Corp. have reportedly been underway for over a year, according to a sen...

Read More

Advisors Rethink Management Fee Models

June 26th, 2025
According to Financial Planning, the debate over how financial advisors should charge for their services continues to evolve, with a growing number...

Read More