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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.

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FINRA Reports Record Number of Registered Representatives as Broker-Deal...

June 2nd, 2026
The securities industry ended 2025 with the highest number of registered representatives in its history, even as the number of broker-dealer firms ...

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Merrill Lynch Expands Veteran Advisor Recruiting

May 28th, 2026
Bank of America's Chief Executive Brian Moynihan recently discussed Merrill Lynch's renewed focused on recruiting experienced financial advisors, s...

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IFP Securities CEO Floats Private Equity Exit Plan Tied to Advisor Equit...

May 26th, 2026
Seven years after splitting from LPL Financial, industry veteran Bill Hamm now proposes a long-term ownership and exit strategy for his firm, IFP S...

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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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