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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

Focus Financial Files Trademark Suit Against Breakaway Advisors Over "Mo...

May 5th, 2026
AdvisorHub reports that Focus Financial has initiated a trademark infringement lawsuit against three advisors who recently departed the firm's netw...

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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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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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