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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

Advisor Lending Accelerates as RIAs Turn to Debt for Growth and Succession

December 19th, 2025
Lenders serving financial advisors report a surge in demand as registered investment advisers (RIAs) and independent broker-dealers seek loans to f...

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Schwab Raises AUM Threshold for Investment Advisors in Client Referral P...

December 18th, 2025
Charles Schwab has increased the minimum assets under management (AUM) required for independent investment advisers participating in its Schwab Adv...

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Wealth Management M&A Accelerates as Capital and Rate Cuts Fuel Dealmaking

December 17th, 2025
According to a report issued by PwC, third-quarter mergers and acquisitions across the asset and wealth management space increased 15 percent from ...

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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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