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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

Commonwealth Advisor Exodus Accelerates After LPL Acquisition

December 12th, 2025
LPL Financial's acquisition of Commonwealth Financial Network continues to reshape the independent advisory space, triggering a wave of departures ...

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Advisors Expand Concierge Services to Compete for Ultra-Wealthy Clients

December 11th, 2025
New research from Cerulli Associates shows that advisory firms targeting ultra-high-net-worth (UHNW) households increasingly rely on concierge and ...

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Why Mid-Career Advisors Benefit From Partial Firm Sales and Equity Rollo...

December 10th, 2025
Many independent advisors in their 40s and 50s face a quiet challenge: they have built strong, profitable firms, yet most of their personal wealth ...

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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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