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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

Referrals Remain the Cornerstone of Financial Advisor Growth

February 6th, 2026
Referrals continue to drive the growth of financial advisory practices, according to a research report from Cerulli Associates reviewed by ThinkAdv...

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UBS Defends U.S. Wealth Strategy as Advisor Departures Drive Asset Outflows

February 5th, 2026
UBS Group AG executives pushed back on concerns about mounting advisor departures and accelerating client withdrawals from its U.S. wealth manageme...

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LPL Financial Slows Recruiting as Firm Prioritizes Advisor Retention

February 4th, 2026
LPL Financial's aggressive push to retain advisors following its acquisition of Commonwealth Financial Network has sharply curtailed the firm's ext...

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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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