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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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Morgan Stanley Raises 2027 Production Thresholds

September 18th, 2026
Morgan Stanley has become the first wirehouse to announce its 2027 compensation plan, raising production thresholds for advisors as strong markets ...

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Merrill Lynch Looks to Recruiting to Drive Wealth Management Growth

September 15th, 2026
Merrill Lynch has become a significant source of stable, fee-based revenue for Bank of America, generating more than $5 billion in quarterly revenue.

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Financial Advisor Transitions Surge

September 3rd, 2026
11,172 experienced advisors changed firms in 2025, a 16.2 percent increase from 9,615 in 2024.

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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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