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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

CFP Board Moves to Raise Continuing Education Standards and Clarify Comp...

January 30th, 2026
According to ThinkAdvisor, the Certified Financial Planner Board of Standards announced planned updates to its Competency Standards that will raise...

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Sitfel CEO Signals Potential Recruiting Push to Capture Market Share

January 29th, 2026
Stifel Financial Chairman and Chief Executive Officer Ron Kruszewski said the firm may increase its recruiting budget to expand outreach to experie...

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Estate Planning and Tax Planning Appear to Trump Alpha in Modern Wealth ...

January 28th, 2026
Market outperformance has become increasingly elusive, and for many wealthy investors, it no longer defines value.

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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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