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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

Edward Jones Reduces Branch Offices as Advisors Embrace Teaming

March 25th, 2025
Edward D. Jones & Co. has reduced its number of branch offices by nearly 5 percent, dropping from almost 16,000 to just under 15,200 in the past ye...

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UBS Faces Advisor Exodus Amid Compensation Plan Changes

March 24th, 2025
UBS is bracing for a significant loss of financial advisors in the United States following controversial changes to its compensation structure.

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Financial Advisor Movement in 2024 Remains Steady Amid Industry Shifts

March 21st, 2025
In 2024, 9,615 financial advisors with more than three years of industry experience changed firms, according to Diamond Consultants' latest Advisor...

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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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