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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

Compensation for the $600,000 Producer at Leading Broker-Dealers in 2024

May 3rd, 2024
Financial Planning has conducted its annual review of base pay for advisors at both wirehouses and regional or national broker-dealers, focusing on...

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Independent Broker-Dealers Face Exodus to RIAs

May 2nd, 2024
Independent broker-dealers are grappling with a challenge: the departure of breakaway advisors to registered investment advisory (RIA) firms.

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CPA Exam Enhancements Reflect Growing Focus on Financial Planning

May 1st, 2024
Certified Public Accountants (CPAs) are witnessing a significant milestone in the profession's evolution.

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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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