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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

Schwab Raises AUM Threshold for Investment Advisors in Client Referral P...

December 18th, 2025
Charles Schwab has increased the minimum assets under management (AUM) required for independent investment advisers participating in its Schwab Adv...

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Wealth Management M&A Accelerates as Capital and Rate Cuts Fuel Dealmaking

December 17th, 2025
According to a report issued by PwC, third-quarter mergers and acquisitions across the asset and wealth management space increased 15 percent from ...

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Strategic Partnerships and Referrals Drive Growth

December 16th, 2025
According to Financial Advisor News, organic growth separates successful wealth management firms from those that stall.

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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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