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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

Why Selective COI Partnerships Drive Stronger Wealth Management Growth

February 10th, 2026
Referrals from centers of influence (COIs), most often accountants and attorneys, remain the most effective way to build a high-end wealth manageme...

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CFP Board Faces Backlash Over Plans to Expand In-House Continuing Education

February 9th, 2026
The CFP Board is facing growing criticism from financial advisors after industry commentator Michael Kitces questioned whether the credentialing bo...

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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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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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