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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

The Family Office Model Expands Beyond Ultra-Wealthy Clients

November 21st, 2025
The concept of the family office, once reserved for dynastic families like the Rockefellers or Vanderbilts, is now being marketed to a much broader...

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LPL to Impose New Fee on Direct-to-Fund Mutual Fund Accounts

November 20th, 2025
LPL Financial Holdings, which oversees more than 30,000 financial advisors, will introduce a new annual fee next year on mutual fund accounts held ...

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How Agentic AI is Redefining Client Engagement for Financial Advisors

November 19th, 2025
Artificial intelligence (AI) has rapidly evolved from simple language models to systems capable of performing complex, goal-oriented tasks. Financi...

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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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