Follow The Money (Again): What 5 More Recent Moves Tell Us About Transitions In 2025
When we last looked at recent advisor transitions, we saw strong signals that the market for moves was heating up. Fast forward a few months, and things have changed—but not necessarily slowed. Volatile markets, Liberation Day’s tariff shockwaves, and rising geopolitical tensions have all created a more complex backdrop for advisors. And yet, top-producing teams […]