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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

Raymond James Reports Asset Growth as Recruiting Costs Weigh on Earnings

April 24th, 2026
Raymond James posted strong asset growth in its latest quarter while absorbing higher costs tied to advisor recruiting and retention, according to ...

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Stifel Reports Sale of Its Independent Brokerage Unit

April 23rd, 2026
Stifel Financial reported that it completed the sale of its independent brokerage unit during the first quarter, generating nearly $50 million in r...

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Wells Fargo Advisors Leverages Multi-Channel Model to Drive Recruiting M...

April 16th, 2026
Wells Fargo Advisors continues to gain traction in advisor recruiting, relying on its multi-channel model that distinguishes it from other wirehous...

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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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