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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

Merrill Lynch Points to Lower Attrition and Strong Client Growth

January 21st, 2026
Merrill Lynch increased its hiring of experienced brokers in 2025 compared to 2024, according to Lindsay Hans, one of the firm's two co-presidents.

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CFP Board and FPA Begin 2026 with New Leadership and Strategic Focus

January 20th, 2026
The CFP Board and the Financial Planning Association (FPA) both entered 2026 with new leadership. This signals a year of transition and strategic r...

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How Financial Advisors Can Retain Clients in the Era of the Great Wealth...

January 19th, 2026
Financial Advisor News reports that teenagers and college students now achieve financial success earlier than prior generations through app develop...

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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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