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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

Bard Financial Services Moves to Osaic's W-2 Channel

February 24th, 2026
Bard Financial Services has joined Osaic's W-2 employee independent channel after nearly four decades as an Osaic partner.

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Merrill Launches Direct Markets Coverage Group for Ultra High Net Worth ...

February 23rd, 2026
Merrill has introduced a new Direct Markets Coverage Group to serve ultra-high-net-worth individuals and family offices with at least $50 million i...

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The Next Generation of Advisor Technology Focuses on Connection, Not Com...

February 20th, 2026
Firms no longer seek more tools; they seek integrated systems that strengthen conversations and relationships.

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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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