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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

Practical New Year's Resolutions That Can Boost Advisor Productivity

January 9th, 2026
ThinkAdvisor has outlined several practical strategies advisors can use as their New Year's resolutions in order to improve productivity and busine...

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Advisor Teaming Accelerates Growth but Forces Tradeoffs on Autonomy

January 8th, 2026
Financial advisors increasingly face a defining choice: remain independent or join forces with other practitioners.

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Cambridge Takes Minority Stake in AmeriFlex Group to Expand Advisor Succ...

January 7th, 2026
Cambridge announced that it has acquired a strategic minority stake in the AmeriFlex Group, an advisor-owner hybrid registered investment adviser o...

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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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