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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

Mariner Expands Insurance Capabilities with Acquisition of Cowell Insura...

March 13th, 2026
Mariner has acquired Cowell Insurance Services as the firm continues expanding its advisory platform, according to Business Insurance.

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Morgan Stanley Cuts Approximately 3 Percent of Workforce

March 12th, 2026
Morgan Stanley has begun reducing its workforce by roughly 3 percent, affecting employees across several divisions of the firm, according to Adviso...

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Advisor Departures from Edward Jones Reach Five Year High

March 11th, 2026
Advisor attrition at Edward D.

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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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