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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

FINRA Proposes Accelerated Arbitration for Elderly and Ill Parties

April 21st, 2025
FINRA has submitted a proposed rule change to the SEC aimed at speeding up arbitration proceedings for parties who are elderly or suffering from se...

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Bank of America Deepens Integration with Merrill as Wealth Clients Embra...

April 18th, 2025
Bank of America continues strengthening its integration with Merrill Lynch, its retail brokerage arm, as more clients adopt the parent bank's lendi...

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NASAA Tightens Rules on Use of "Advisor" Title to Align with Reg BI

April 17th, 2025
The North American Securities Administrators Association (NASAA) has officially amended its model rule on dishonest or unethical business practices...

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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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