We know. That is not the headline you expected from a transition consulting firm. But it is the truth. At this point in 2025, the

Why top advisors are crossing the fence and how recent moves reinforce the trend If you’re the kind of advisor who tracks moves, it should

A Growing Shift Toward Independence, Alignment, and Open Architecture Financial advisors are rethinking what they want from their broker-dealer relationship. Across the industry, more advisors

Every week, headlines announce another advisor joining a new broker-dealer. The press releases all sound the same, filled with upbeat quotes about next-generation technology, enhanced

For years, recruiting top advisors has been defined mainly by transition offers. Firms have gone to war with record-breaking deals, sometimes paying 300% to 400%

In a recent article, LPL Financial announced that it had signed commitments from Commonwealth advisors representing nearly 80% of assets under management, the industry took