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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

Stifel Exits Independent Brokerage Business, Transferring Unit to Equita...

October 27th, 2025
AdvisorHub reports that the firm will transfer its Stifel Independent Advisors (SIA) unit to Equitable Advisors, according to a source familiar wit...

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Wells Fargo Maintains Advisor Compensation Grid for 2026

October 24th, 2025
Wells Fargo will maintain its core compensation structure for financial advisors in its Private Client Group through 2026, marking the fifth consec...

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Wells Fargo Targets Margin Growth in Wealth Management Amid Rising Reven...

October 23rd, 2025
Wells Fargo reported improved third-quarter results for its wealth and investment management division but acknowledged that profitability remains b...

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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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