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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.

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Raymond James Expands Structured Credit Platform with Majority Stake in ...

October 17th, 2025
Raymond James announced that it will acquire a majority stake in GreensLedge Holdings LLC, a boutique investment bank specializing in structured cr...

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RIA M&A Activity Hits Record Levels in 2025, Driven by Private Equity

October 16th, 2025
Registered investment adviser (RIA) mergers and acquisitions surged to new highs in the third quarter, marking yet another record-breaking period f...

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UBS Files Lawsuits Against Advisors Over Inherited Accounts

October 15th, 2025
UBS Wealth Management USA filed another lawsuit over inherited accounts, this time against a Michigan-based advisory team that recently left the fi...

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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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