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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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Merrill Lynch Looks to Recruiting to Drive Wealth Management Growth

September 15th, 2026
Merrill Lynch has become a significant source of stable, fee-based revenue for Bank of America, generating more than $5 billion in quarterly revenue.

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Financial Advisor Transitions Surge

September 3rd, 2026
11,172 experienced advisors changed firms in 2025, a 16.2 percent increase from 9,615 in 2024.

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Business Owners Cite Complexity as a Major Barrier to Financial Planning

September 2nd, 2026
The latest Business Owner Insights survey found that small and midsize business owners often struggle with the complexity of financial planning and...

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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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