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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

Sowell Management Sells Minority Stake to Fuel Advisor Ownership and Exp...

May 4th, 2026
Wealth Management reports that Sowell Management, a registered investment adviser with more than $6.5 billion in assets under management, has sold ...

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Wells Fargo Advisors Continues Recruiting Efforts With Florida UBS Team ...

April 30th, 2026
AdvisorHub reports that Wells Fargo Advisors has added another advisory team from UBS Wealth Management, reinforcing its ongoing recruiting momentu...

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Winning and Retaining High-Net-Worth Clients Requires More Than Performance

April 29th, 2026
Competition for high-net-worth (HNW) clients has reached unprecedented levels, with wirehouses, RIAs, family offices, and digital platforms all pur...

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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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