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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.

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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."

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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...

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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...

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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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