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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

Independent Brokerages See Strong Growth

August 29th, 2025
Independent brokerages recorded notable gains in 2024, with several firms outpacing their peers in Financial Planning's annual IBD Elite study.

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Rockefeller Capital Management Imposes New Relationship Fee on Advisory ...

August 28th, 2025
Rockefeller Capital Management disclosed in a recent regulatory filing that it will impose a new relationship quarterly fee of 3.5 basis points on ...

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Why AI Won't Replace Modern Financial Advice

August 27th, 2025
Recent Microsoft research listed financial advice among the 40 occupations most vulnerable to replacement by generative artificial intelligence (AI...

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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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