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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

M&A Boom Fuels Complex Transitions and New "Merger of Equals" Strategies

November 4th, 2025
The wealth management industry continues to experience a record-breaking surge in mergers and acquisitions in 2025, with dealmakers navigating incr...

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Financial Advisors Approach AI with Caution Despite Growing Interest

November 3rd, 2025
Most financial advisors remain hesitant to fully integrate artificial intelligence into their practices, despite acknowledging its potential to str...

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Morgan Stanley Expands Private Market Reach with Acquisition of EquityZen

October 31st, 2025
Morgan Stanley announced its agreement to acquire EquityZen, a trading platform specializing in shares of private companies, marking the bank's fir...

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About Us
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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