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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

RIA M&A Activity Reaches Record Levels in 2025

January 23rd, 2026
Mergers and acquisitions activity in the wealth management industry reached unprecedented levels in 2025, according to Wealth Management. DeVoe & C...

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CFP Ranks Hit Record Highs as LPL Becomes First Firm to Top 6,000 Certif...

January 22nd, 2026
The CFP Board reported record growth in certified financial planners in 2025, with LPL Financial emerging as the largest wealth firm by CFP headcou...

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Merrill Lynch Points to Lower Attrition and Strong Client Growth

January 21st, 2026
Merrill Lynch increased its hiring of experienced brokers in 2025 compared to 2024, according to Lindsay Hans, one of the firm's two co-presidents.

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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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