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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.

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SEC Report: Fewer Broker-Dealers, Bigger Firms, and Rising Systemic Risks

July 2nd, 2025
The U.S. broker-dealer industry continues to shrink in number while growing larger in scale, according to a newly released report from the Securiti...

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Former Edward Jones Advisor Settles Non-Solicitation Dispute for $1.5 Mi...

July 1st, 2025
A former Edward Jones advisor has agreed to pay $1.5 million to his previous firm to resolve claims that he violated employment agreements and impr...

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AmeriFlex Group Cuts Ties with Osaic Wealth to Preserve Independence

June 30th, 2025
A reported by AdvisorHub, the AmeriFlex Group has officially parted ways with Osaic Wealth. Both firms characterized the move as a "mutual agreement."

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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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